Feature of displaying a link posted from [Account] record on timeline in UCI
It's unclear that which [Account] record is related because there's no link to display on dashboard timeline when seeing [Post] from [Account] record timeline on UCI. On Web Interface, however, there's a link to display posted [Account] record so it's clear that which [Account] record is related ...
Feature of designating items to necessarily display when displaying charts on UCI
It is understandable that UCI automatically displays content depending on browser size and each device like PC, tablet and smart phone. However, when displaying charts, sometimes row names and column names aren't displayed depending on devices. It would be great if minimum items to necessarily di...
Automaticially move Email to an Outlook folder after it's been tracked to Dynamics 365
Currently an E-Mail tracked by Dynamics 365 is marked with the category "Tracked by Dynamics 365". A helpful feature would be if there was a way to automaticially move these tracked mails in a user-defined Outlook folder as soon as the category is assigned to the mail. I've already discussed th...
How to distinguish employees on contact records when using Employee Self Service Portal
When using Employee Self Service Portal, employees are registered on contact records. It's really hard for users to distinguish multiple contacts and employees because employee records exist on contact entity. It would be much more convenient if the feature to distinguish contacts and employees i...
Feature of changing sheet name from ID when exporting report for Excel
Excel sheet name is displayed as ID when running reports and exporting it for Excel. It would be great if default sheet name can be changed so that user don't get confused for when they export reports.
Feature of editing margin between sections and under setction on UCI
Currently, there's no settings to fill in margin between sections and under setction on UCI. Because of the margin, parts don't fit into the screem and sometime it's hard to check whole screen. It would be convenient if customizion for UCI form is improved like editing margin between sections.
Add tagging functionality to all entities
It should be possible to tag a record with keywords. This makes reporting/analytics easier than parsing free text fields. The list of keywords should be centrally managed and a keyword should have an active/inactive state such that it can be prevented from future use. A multi select global option...
Specify default displaying apps
There are some apps such as [Dynamics 365 - custom]. It would be much better if default displaying apps can be specified depending on Web and Mobile.
Ability to Downgrade Solution
Hello, We used to have the ability to import solutions which were of a lower version. A new patch came out which has stopped us being able to do this. I am requesting to add the ability back in. With solutions we should have the ability to do the following: -Import solution of same version -Upg...
Currency available for Goals
Today it's not possible to create goals with a different currency than the one used at organization level. Our users based on different country must be able to set up the Target values in the local currency they use, as same happens in Opportunities Please enalbe the currency field(that exists...