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...
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...
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.
Expand Recent records list
Allow for more than 10 records to be shown in the recent records list. This does not apply to Customer Services only but the unified interface generally. Ideally it would be possible to customise this to set the number of records also.
Automatically add a lists of e-mails in the CC when a message is sent
I would like to be able to define a list of email addresses per ticket that gets automatically added to the CC of all emails sent by the customers or support service.
Interactive dashboard -filters as visible by default
The issue is it is not possible to set filters as visible by default in the interactive dashbaord which force the users to click the button to show the filter many times per day. Those filters should be visible by default - if were expanded once - the system should remember the setting.
Interactive dashboard - tile view by default setting
The request is about tile view in interactive dashboard - we should have possibility to use a settings on the user level or general settings for dashboard to open it always with tile view. The issue is : it is not possible to set tile view as default view which force the users to click the button...
Allow Timeline to exist on multiple tabs
Currently the Timeline can only be added once to a dynamics 365 form. By allowing it to be added in multiple tabs, I am able to continue to display the timeline when the system automatically opens another tab. This is important for a Business Process Flow when each step may want to display di...
Option to choose between normal forms for actitivies and quick create forms
Enhancement/Feature Request In the unified interface, activities of different types are only selectable using the '+' icon in the upper right hand corner, if "Quick Create" is enabled for the respective entity. Only exception here is the e-mail activity for which the default form is used. It wo...
Function to display a list of settings after clicking [Advanced Settings] in UCI
Previously, when clicking [Advanced Settings] in UCI, a list of setting items was displayed, but now [PowerPlatfom] is displayed Changes in specifications are confusing to users and want to use as before