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.
Drop and Drag
Why can we NOT drop and drag and email or files i.e. word, pdf, excel, etc.. into Dynamics 365. This would make the Outlook Dynamics Link Obsolete. There are other CRM Systems that have full Drop and Drag functionality.
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.
When merged, the URL address of the business card is too long and difficult to understand.
It's when you scan and add a contact's business card.
Since it is a duplicate, when you merge it, the selection screen will appear.
The part of the business card that is displayed is displayed with a very long code.
There is no indication of what it represents, so it is diffi...
'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...
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...
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...
I want to export the Summary field of the Appointment entity data to Excel without including HTML tags.
Currently, because the appointment entity supports rich text, the default behavior is to include HTML tags in the summary field when exporting to Excel.
It would be more convenient if users could choose to export to Excel in plain text without including HTML tags.
Exporting and Importing Personal Views for Model-Driven Apps
Currently, export and import of personal views is not supported in model-driven apps in Dynamics 365.
A supported behavior for exporting and importing personal views would allow for greater customization and improve customer convenience.
I would like to be able to select multiple teams and view users and groups.
Currently, you can select one team to view groups and users in the Power Platform admin center, but I think being able to select multiple teams will make management more convenient.