Ability to remove the name of the form from the HTML Title
Form name before Subject of the record in HTML Title prevents users from quickly navigating when many tabs are open. This can be implemented as a checkbox on the form "Do not show the name of the form in the Title" or the same checkbox on the entity.
Sort timeline by importance
Currently notes can be sorted by either Created on or Modified on fields. This falls short of being able to sort by / search by importance. On an account, most notes on the timeline are used to note events that happened. Not all events are just for historical/audit information. When I am reviewin...
Canban View for cases
Please create a canban view for cases. Same functions like opportunities
Allow Admins to select how lists should appear, for example show System Dashboards before Personal Dashboards in the dropdown.
In the new UI, Personal Dashboards and Personal Views show in the lists before System Dashboards and System Views. This is frustrating to our users, and is not the same as the Web. Navigate to Dashboards, select the drop down to pick a Dashboard, "My Dashboards" show first in the list, with S...
Allow users to expand all Notes in Timeline
Add "expand all" option for Notes within Timeline, or include ability to expand all by default. This would improve ease of reviewing content on the Timeline, as currently the user has to click each Note individually to expand and see all details.
Enable sending Emails from Timeline on Dynamics 365 for Phones App
On the Dynamics 365 for Phones App, emails can be created and sent from a Contact record using the email field, but cannot be created or sent from the Timeline on any entity. We have a business process flow on the Case entity that uses a workflow to create an email with attachments. The email is...
BUG: Fix error messages
We are seeing Microsoft error messages that are no longer meaningful. Believe this is something to do with Microsoft deciding to no longer expose the Inner error. Note, in the following no entry is made in the Trace Log (so there is no way to see what permission the user is actually missing. T...
Enable column filtering on the Quick Search "Search Result" view
As a user performing a quick search, I'd like to be able to refine the search results by applying filters to columns in the search result. Currently, the refine filter feature is available, but does not work on the Quick Search Search Results view
Enable Timeline filtering by having attachments.
We should be able to filter the timeline by having attachments in notes or activities.
Printing in UCI/legacy print preview
Good evening, post migration to UCI , printing dynamics 365 forms easily has not been available to the users. In legacy interface, there was/is a print preview option which functions reasonably ok for printing the form data.
Printing a dynamics form is a basic need and should be easily ...