4

Ability to create a new letter from the timeline in the UCI

When the letter entity is set to be shown on the timeline and a quick create form is available for the letter entity, it's not possible to trigger a new letter from the timeline in the UCI. Feedback from MS on this: for the quick creation of Letters through the Timeline button, there is a featur...

Read more...

0 Comments

Read more... 0 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
4

Multiline text field on Quick View form in Unified Interface not expanding

The multiline text field does not expand more than two lines on Quick View form, this is working as expected in the legacy web forms.

Read more...

0 Comments

Read more... 0 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
4

Search for empty fields on the grid view

On the list views, it would be great, having the opportunity to filter for records where a specific field is empty.

Read more...

1 Comments

Read more... 1 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
4

Adequately sized or Re-sizable Error Popups

Currently in UCI, aside from not being aesthetically pleasant, error popups aren't large enough to properly display error messages. It would be ideal if the error popups could either be fixed to a larger size, or be re-sizable. They were a reasonable size in the legacy interface but in UCI th...

Read more...

1 Comments

Read more... 1 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
4

Display balloon counter over tabs on form

Display a counter balloon on tabs on UCI like on the email apps on an android phone (red dot with a number in it that shows a message count). Proposal: the count should be configurable based on a view like "open cases", "open activities", "open opportunities". User do not have to click trough ...

Read more...

0 Comments

Read more... 0 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
4

Cascading Lookup for Hierarchy

It looks like numerous ideas to improve the Subjects entity, that would make it more useful, have been declined. I have created my own custom entity with hierarchy enabled to replicate the functionality and add the features I need. Can we please have the ability to add a lookup field to a form th...

Read more...

0 Comments

Read more... 0 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
4

Mobile Push Notifications & Alerts

Please can you develop mobile push notifications for the Dynamics CRM mobile application. Every other app nowadays has notifications so that when you add a new case the app sends you a notification on your phone and when swiped across it opens the relevant case. You currently have it for field...

Read more...

0 Comments

Read more... 0 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

PM,

Microsoft.

3

Auto-save Notes when leaving a note, similar to previous web client functionality

In the past a user could create a note, type the content and then leave the note and it would auto-save the note without forcing the user to click on the 'Create Note' button. This works well with call centers when they are working with a client on the phone and they are in a hurry. This prevents...

Read more...

1 Comments

Read more... 1 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
3

Recent Records in Dynamics 365 CE

After Implementation of UCI the recent record view is moved to the left panel and whenever expanded it leaves very less space on that panel to view other groups and sub areas. Either the recent records view should be moved back on the top navigation like before or we can have auto-close implemen...

Read more...

0 Comments

Read more... 0 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
3

In old UI, when open the record we have next,previous and close options. Expecting to see next,previous and closes option in UCI as well.

In old UI, when open the record we have next, previous and close options. Expecting to see next ,previous and closes option in UCI as well.

Read more...

0 Comments

Read more... 0 Comments

Category: Unified Interface (176)

STATUS DETAILS
Needs Votes