34

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...

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2 Comments

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Category: Unified Interface (108)

STATUS DETAILS
Completed
Ideas Administrator

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

 

Thank you.

28

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...

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4 Comments

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Category: Unified Interface (108)

STATUS DETAILS
New
27

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)....

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0 Comments

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Category: Unified Interface (108)

STATUS DETAILS
Under Review
25

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.

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0 Comments

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Category: Unified Interface (108)

STATUS DETAILS
New
24

Characters of the Field Labels are partly cut off in v9.1

In version 9.1, if the number of characters of the Field Label exceeds a certain limit, the character are cut off halfway. It would be great if the letters are wrapped it down or the character size are reduced so that all characters are displayed even though the label has a lot of characters.

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0 Comments

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Category: Unified Interface (108)

STATUS DETAILS
Under Review
20

Expand all - in the Timeline

We want to have a "Expand all" Option in the Timeline - which expands all Notes, Activities visible on the Screen. With this Option we would also be able to use the Browser Search within the Timeline. I think this Option was already the in previouse Versions

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6 Comments

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Category: Unified Interface (108)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

 

For our October 2020 Wave 2 release we have enabled an expand all/collapse all records option for the timeline. You can learn more about timeline functionality from https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview.  Specifically the information on the new expand functionality is available from https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview#expand-all-records

 

Thanks again for the great suggestion.

 

19

Possibility to configure the activity button in the timeline

With the latest UCI update there are shown additional options in the timeline like "Assign", "Delete", "Close Activity", "Add to Queue" and "Open Entity Record". Currently there is no other possibility than to withdraw the user rights or use unsupported java script to hide these options. As in Vi...

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0 Comments

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Category: Unified Interface (108)

STATUS DETAILS
Planned
2021 Release Wave 1
Ideas Administrator

Thank you for your feedback. 

 

This feature is planned for an upcoming release and your upvotes and recommendations were helpful in our prioritization.

 

Thank you.

19

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.

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6 Comments

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Category: Unified Interface (108)

STATUS DETAILS
Needs Votes
18

'Run Workflow' option in new UCI interface

Hi, '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. Thanks, Ankur

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2 Comments

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Category: Unified Interface (108)

STATUS DETAILS
Needs Votes
18

Business Rule Enhancements

I see the business Rules as being a good facilitator of controlling the form through conditional logic. Many implementations require different tabs, sections, subgrids or entire forms to be read only based on field data. Additionally show/hide logic on everything but the form level would also b...

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0 Comments

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Category: Unified Interface (108)

STATUS DETAILS
Needs Votes