Pin to top for timeline items eg Appointment, email, note (to work like OWA)
Users should be able to pin timeline items to the top, like in OWA. Very useful for important items
Scenario: Important or urgent items should be highlighted and easy to find. Upcoming appointments, notes containing a consolidated summary etc
Add Approval/Rejection button whenever approvals are attached onto the entity i.e. Case
It would be great if MS could add Approve/Reject button onto the entity i.e. Case whenever an approval is linked to the entity's record. As of now customization is not allowed on the approvals entity and it would be great if they can provide the functionality to either approve or reject the ap...
Thank you for your feedback. Can you please elaborate on the ask?
Sincerely,
Product Manager,
Microsoft.
Attachments in Note section of Timeline to be added to existing Word Template
I need this for the admins who after reviewing the records downloads the word template which contains all information along with the attachment which the user has attached.
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.
Convert case to opportunity
When a company has both a customer service and sales function - it's not uncommon for customer service agents to receive cases that would be best referred to sales people. The ability to covert a case to an opportunity OOTB would be useful for this scenario.
Thanks for your feedback. We need more votes for this idea to be considered.
Regards,
Product Manager,
Microsoft
Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases
Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf
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.
Add Header Detail in the Full Content view
Suggestion to add full header detail (subject, to, cc, bcc, from, date/time of email) to be visible from the 'full content view'. When 'full content' is opened, the user is only able to see the email chain - all header detail is missing. Adding this information would help save users time when res...
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.
Subject Configuration by Business Unit or Teams
The possible to configurate the Subject that depending on the Agent Portfolio, their should be only see the subject that associated to the team or Business Unit
Thanks for your feedback. Please keep voting for this idea to be considered.
Regards,
PM, Microsoft
Improve OptionSet wrapper
Two Problems while using OptionSet wrapper:
1.
Its no longer possibe to navigate to the specific mandatory field based on the warning message showing in the upper area of the form.
2.
Its no longer visible where to fill in the value (--...
Thanks for your feedback. We request you to kindly raise a support ticket with Microsoft support so that the issue can be investigated in your environment.
Regards,
PM, Microsoft.
Flip timeline on case form
Swapping quickly whether the timeline timeline on case form is in ascending or descending order would bring quick wins as it bypasses the need to load several pages in the timeline in order to get to the first message. This is often needed when a user needs to get to know a case from the very ...
Thanks for your feedback. You can sort the records in the timeline using Sort newer to older or Sort newer to older command. Please refer - https://learn.microsoft.com/en-us/power-apps/user/add-activities#more-commands for details.
Regards,
PM, Microsoft
Issue with Power Apps Grid Control
We have noticed two bugs when enabling power apps grid control in case views. Filtering doesn’t work as it should. For example if I try to do filtering selecting “Edit filters” those doesn’t work at all.
Also Owner field shows only Teams not Users. Case Type and Source Type fi...
Thanks for your valuable feedback. We would request you to kindly raise a support ticket with Microsoft so that we can investigate the issue and resolve it.
Regards,
Product Manager,
Microsoft
Administrator
Feature is releasing for Oct wave