Microsoft Dynamics 365
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System settings/User settings for default collapse/expand Left navigation
Provide a System level setting & User level override setting to set the preference of default collapse/expand behavior of Left navigation in UCI
Unified Interface (165)
'Run Workflow' option in new UCI interface
'Run Workflow' (on demand) option in new UCI is missing from the 'sub grid' (associated view). It shows on the main form under the 'Flow' option but it's nice to have under associated view which is currently showing and working in Classic interface.
Ability to push the limit of the number of fields you can add per entity on UCI
When the number of fields reaches to the limit (1024) of SQL server, you can no longer add fields to the entity anymore.
With the current number of fields, it cannot manage a project within an entity.
If we can increase the limit of the number of fields per entity on UCI, it would enhance the use...
Enable selecting multiple records in the field which data type is [Lookup]
After placing the field in a form, which date type is [Lookup], we want to add/change records.
However, in the field (data type: [Lookup]), we can only select a single record, so it cannot be implemented. If we can select multiple records in the field (data type: [Lookup]), the work becomes as s...
Option to enable Dark mode
While Microsoft is giving option in MS Office to switch to Dark mode, and in every single offerings like Azure & Office 365 portals, I would like to propose this idea.
"Please allow themes or Dark mode option in Dynamics 365"
My clients & end users are asking for it already. :)
Print Preview missing in UCI Hub
Print functionality for Email and other Records in the UCI is missing. This a business-critical function that we would like to see added before the legacy UI is deprecated.
Mail Editor- best in-class required/Outlook like
***9.1- CK Editor VERSION missing features to optimize user experience*** Context reminder: lot of communications done with customers/external partners/internal partners is done via Mail to keep trace of service request for traceability/auditability/compliance…therefore Mail communicati...
Thank you for your feedback.
We updated and modernized our email editor experience in the April 2020 Wave 1 release. And in our October 2020 Wave 2 release we are completing this transormation with updates to the email template and signature builder experiences.
More information on these email experience can be found at https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-overview
Display more characters in record name on unified interface forms
Unified interface forms only display the first 28-32 characters of the record name in the header. When viewed on a normal sized PC screen, this is too short for longer account or opportunity names. Think of when you have multiple accounts with similar names (like parent/sibling/child records)....
Filtering in the Unified Interface - Tick boxes for lookups
Currently when filtering on Lookup fields on a View in the Unified Interface, the User needs to add each lookup value individually to the filter. It would be much more beneficial if there were tick boxes (like is available for option sets) so the user could add multiple values at once. Also on th...
Change the display widths of left pane
Currently customizing the width of the sitemap is not supported but the full name of Pinned items can't be seen at the default width. If there is a way to change the display widths of left pane to expand or reduce, that would be helpful.