6

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.

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1 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time due to the following reason:

Sincerely,

PM,

Microsoft.

5

Editable Sub Grid - Provision for different datatype/control

Editable Sub Grid - Provision for different datatype/control like Checkbox, Image, Lookup, Toggle, etc., along with provision to pre-filter about DropDown/Lookup

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0 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
New
5

Provision to rename the column in the grid

When we render the related entity columns on home grid, it appears as Column name(Object) It would be great if we have a provision to rename the column so that we can remove the Object from the column name.

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0 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
New
4

Editable Sub Grid - Provision for different datatype/control in single column in multiple rows

Editable Sub Grid - Provision for different datatype/control in single column in multiple rows

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1 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
New
4

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...

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0 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
New
4

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 ...

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0 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
Needs Votes
4

Checklists/Assessments Functionality (Copy FS Inspections to CSE license)

Add FS Inspections like functionality to Dynamics 365 CSE license (managed app). One of the key components to health and human services case management is the ability to create and manage assessments on patients or clients. These types of assessments are like surveys that users need to build an...

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0 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
Needs Votes
4

Recall Functionality

Suggest adding recall functionality to Dynamics to match Outlook functionality. If a user sends an email and would like to recall it, suggest adding the ability for users to complete this action.

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0 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
Needs Votes
4

Customizable alerts for cases

It would be nice to have the ability for configuration of custom notifications for users regarding the selection of cases from queues. For instance -- if a queue item is present in the queue for a certain duration of time -- pop-out a notification in the CRM ribbon indicating an action is require...

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0 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
Needs Votes
4

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...

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0 Comments

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Category: Customer Service (Case Management / Queues) (87)

STATUS DETAILS
Needs Votes