Timeline filtrations based on the From field.
In Timeline, can we have filter based on the Sender of the mail.
There also lots of conversations going on in timeline and want to filter the based on the From.
No "+New" button in the Contacts field of the Cases form
When You click the magnifying glass button in the Contacts field of the Cases form, the "+New" button does not appear. This behavior hasn't occurred with other entities and hasn't been fixed for a long time, so it would be great if it will be fixed.
The issue was addressed with the latest release.
+ New record button is available on customer lookup fields on case forms.
Status reason transitions
After configuring Status reason transitions, when a user creates a rit of coecord and then change to new status and save the record the following status reasons are not displayed until user refresh the screen. This is a bnfusion for user to do what next. It would be great if related status rea...
Thank you for your feedback. We are unable to precisely understand the requested idea, request you to elaborate and provide further clarity on the idea.
Sincerely,
PM, Microsoft.
Phone to Case Conversion - Map All Fields That are Alike.
During the Phone to Case conversion have it map all fields that are alike (ie: Description) which it currently does not.
Thank you for your feedback. Please vote for this idea to be considered.
Sincerely,
PM, Microsoft.
Leave existing case resolutions completed when reactivating a case
When re-activating a resolved case, the most current & already existing case resolution activity updates to cancelled. I'm wondering if that can be changed; because we cannot change the modified on stamp on activities within the timeline the case resolution cancellations cause an inaccurate view ...
Thanks for your feedback. You could refer to the first case resolution activity created on the case which might be in canceled state (if the case was re-activated later) to find out when was the case resolved for the first time.
Regards,
Product Manager
Microsoft
Entry in the timeline Resolved - Reopend
Is it possible that when we reopen a case there is an entry in the timeline similar to the resolved one saying reopen and that the timestamp from the resolved action is not overwritten with new timestamp from reactivated action: If ticket is closed = entry in timeline Resolved If ticket is reacti...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
PM, Microsoft.
Enabling auto posts in the maker portal for timeline would give updates for any modification including reopening the case in the timeline
Add case to queue
Today when manually adding a case to a queue (private queue), we need to do an unnecessary step. 1. Click "Add to queue" 2. Enter the queue name in the lookup field This however doesnt directly select the queue name 3. I need to then change the view to "Active queue" 4. Then the queue name I ent...
Thank you for your feedback. You can now set up custom views that contain a filtered list of queues which can be used while adding the case to a queue - Create and manage queues for cases | Microsoft Learn
Sincerely,
PM, Microsoft.
Identify case changes
Easily identify what information was updated in the cases since you last visited (why did the status change to information provided?).
Thank you for your feedback.
You can check the details about the changes in the field by enabling Audit histoy. Please refer - https://learn.microsoft.com/en-us/power-platform/admin/manage-dataverse-auditing#configure-auditing-for-one-or-more-tables-and-columns-in-power-apps. Also, if you need to understand what happened on a case since you last visited in terms of activities, you can use the feature - 'What you've missed in timeline'. Please refer - https://learn.microsoft.com/en-us/power-apps/user/add-activities#view-what-youve-missed-in-timeline.
Sincerely,
Product Manager,
Microsoft.
Ability to filter timeline by @mentioned user and created by user
Case timeline may contain a lot of back and forth communication and other notes/posts. It would be helpful to be able to filter the timeline by @mentioned user (i.e. show me all notes/posts where I am @mentioned). The ability to filter notes/posts created by a specific user would also help in ...
Not investing on posts at the moment as trying to move away from posts and use notes.
It can also be done through search on timeline, user can be entered in search and records can be retrieved
ARC: Tracking the Power Automate failures in Activity Monitor report
Currently, in Automatic record creation rules whenever related Power Automate is failed then system is capturing the Current state as "Ready for Power Automate". We want system to capture Reason as "Failure in Power Automate" or "Failed". This will help Developers/Business clients for better trac...
Thank you for your feedback.
We are tracking it and need more votes for us to consider it.
Sincerely,
Product Manager, Microsoft.
Administrator
This capability can be configured from timeline maker experience in admin center.