25

Track outgoing emails automatically using Dynamics 365 app

Currently, emails sent from CRM don't appear in the sent folder in outlook when using the dynamics 365 app. This was a feature available in the Dynamics 365 add-in for outlook. Please add this feature.

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4 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
25

Implementation of filters in dashboards

At the moment there is no possibility to filter a view if the view is implemented in a dashboard. As long as a view is used as a normal entity, e.g. my companies, you may filter your results. If you now integrate this identical view in a dashboard no filter will be offered.

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2 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
25

Mail Merge from Web Client

It would be beneficial for users to be able to run a mail merge from the web client without having a ton of different clicks once they get in Word. We are web based users and having to go into outlook to run a mail merge is the worst part of this product.

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3 Comments

Read more... 3 Comments

Category: General (1349)

STATUS DETAILS
Needs Votes
24

Ability to change the total number of records in the view.

The view in Dynamics 365 Online is displayed as "Number of records displayed/Total number of records". However, I'd like to add the ability to display by page instead of by total records. This will make it easier to manage records for entities that have a huge number of records.

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0 Comments

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Category: General (1349)

STATUS DETAILS
New
24

Automatically expand multiline text fields inside quick view forms

For better readability and overview we require to have auto-expandable multi-line text fields on quick view forms which are used on the main forms. Currently, we can only see the first two lines.

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0 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
24

Requested shipment date based on Ranks does not change date

Released products with variants exist with a default order setting for sales lead time with Rank 0 for the Master dimension. Further lead times exist in ranks for combinations of dimensions and some with no lead time. A sales order is created for the item and the �requested ship date� is autom...

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5 Comments

Read more... 5 Comments

Category: General (1349)

STATUS DETAILS
Needs Votes
23

The sales price is not picked up correctly if the UOM is different

The issue is with selecting the UOM in the product master and assigning a standard conversion. The system is inconsistent, and it does not always pick up prices from the Trade agreement if the UOM is selected other than the one specified in the product master. Expected Result: The prices should...

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0 Comments

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Category: General (1349)

STATUS DETAILS
New
23

Display the footer in the appropriate location on Dynamics 365 for mobile device

When opening Dynamics 365 for mobile app, the footer is displayed in the location of the header. In order to avoid this behavior, the footer field needs to be set at the very bottom of the page. But if the user proceed the setting, they must scroll down to the bottom, so they cannot display the n...

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3 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
23

'Recent' function in unified interface no longer distinguishes between entity types

In the old interface, the recent function allowed users to know which entity each recent item was. On the new unified interface there is no icon or indication of what the recent entity is. Just the title of the record. This is a step backwards. Are there any plans to change this as our users, who...

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2 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
23

Should be possible to import members to marketing lists

If a user has a list of Companies (that may already be in CRM) from an external source it should be possible to import these Companies as members to an existing marketing list. Same goes for contact and lead members on marketing lists.

I saw another similar feedback item in this for...

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1 Comments

Read more... 1 Comments

Category: General (1349)

STATUS DETAILS
Needs Votes