15

[Status: Open] and [Status Reason: Free] are displayed when creating [Appointment] from UCI

Currently, there's a difference below between Web UI and UCI when creating [Appointment] records. Web UI - [Status: Scheduled] [Status Reason: Busy] UCI - [Status: Open] [Status Reason: Free] It would be convenient if [Status] and [Status Reason] are same to Web UI when creating [Appointment]...

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2 Comments

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Category: General (729)

STATUS DETAILS
New
15

'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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1 Comments

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Category: General (729)

STATUS DETAILS
New
15

Don't Mask Field Level Security Fields on Create of Record

If a user has the "Create" permission for a field but not "Read" permission then when they create a new record they can edit the field but there is the 6 asterisk mask that makes it difficult to input and see.  The user IS ABLE to see lookup values but NOT ABLE to see optionset selected or s...

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0 Comments

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Category: General (729)

STATUS DETAILS
New
15

Turn off filtering by related records in UCI

In the Classic Interface, Lookup fields have the ability to turn off filtering by related records however in the Unified Interface this option is missing need to provide this option also in UCI so that users can turn off the filtering based on the related record

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1 Comments

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Category: General (729)

STATUS DETAILS
New
15

Ability to configure [Document] view on main form on UCI

Currently, [Document] view cannot be configured on main form on UCI, so users need to open [Related] - [Document]. It would be convenient if [Document] view can be configured as this makes referring related document easy.

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4 Comments

Read more... 4 Comments

Category: General (729)

STATUS DETAILS
New
15

More charts can be deployed on a dashboard

The number of charts which dashboard can have is limited so far. It would be convenient if a dashboard can have more charts than it does now.

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1 Comments

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Category: General (729)

STATUS DETAILS
New
15

Standard OOB Sales Pipeline Report

In the Standard OOB Sales Pipeline Report there is the column SalesStage. However this field is not updated through the pipelinephase from the Opportunity. This value does not come from Opportunity instead it comes from SalesProcess. What I know from the Support is that this column references ...

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3 Comments

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Category: General (729)

STATUS DETAILS
New
Ideas Administrator

Thank you for your feedback. We are re-categorizing this feedback to get it in front of the right team.

 

Sincerely,

Narinder Singh

PM, Microsoft

15

Ability to edit fields with speacial data type "Customer"

We have a field with display name "Potential customer" in the Opportunity entity
If we click on New (+) button a Contact quick create form opens
Since the data type of the field is Customer, we are not able to edit it.

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0 Comments

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Category: General (729)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!


This functionality to create either Account or Contact from Customer lookup, is available now in the new user experience - Unified Interface. Please refer to the following link for more information.
 
Sincerely,
Naitik Shah
Microsoft

15

Enable XRM specific navigation from MarketingPilot for non-sales users via a flag/setting

CRM is great when working for the SLA process. However, complex XRM systems struggle with large amount of custom entities and the scrolling required, even with limiting security and roles concepts. We have a true business case of over 16k seats across multiple customers not be able to really u...

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5 Comments

Read more... 5 Comments

Category: General (729)

STATUS DETAILS
Under Review
14

UCI - Displaying the entities on tab instead of displaying them under [Related] tab drop-down list

Some entities are on [Related] drop-down list on UCI. The ability to display those entities on tab would be very convenient and saving time if those entities can be displayed on tab.

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0 Comments

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Category: General (729)

STATUS DETAILS
New