3

Recent Assignee view on Assign button popup

While assigning a record to the User or Team, I would like to see a view to see the list of recently assigned users(To whom I have assigned previously)

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0 Comments

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Category: Case Management (96)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for your feedback. We would like this idea to be voted for us to consider this in the roadmap.

Regards,
PM, Microsoft.

3

List views to include a Page number entry

When on a list view, the ability to enter a page number rather than just the ability to next/prev/last/first.


Sometimes when the list is long and they are working on say page number 3, they would like to jump to page 3 directly rather than going next next.

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0 Comments

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Category: Case Management (96)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for your valuable feedback. This is not currently on our roadmap. Please vote for this idea for us to consider this in future. 

Regards,
PM, Microsoft

3

Ability to Select Multiple Attachments when adding Attachments to Posts

We are happy you recently introduced the ability to include attachments when creating Posts to Cases. This allows users to not only tag others in the Post, but include the attachment they wish for the tagged user to review or reference.


However, if a user wishes to attach mul...

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Category: Case Management (96)

STATUS DETAILS
Under Review
Ideas Administrator

this is in the backlog and has been prioritized many times

 

It has dependency on partner teams, cannot be implemented until we sort out dependencies

3

Show Case Resolution attachment in Portal Case Timeline

In our Customer Service processes, most of the time we need to have attachments when we resolve a case. And our agents have asked this functionality. We could customize the Case Resolution table in Dynamics 365 in order to show attachment in the Case timeline. But, unfortunately it is not poss...

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0 Comments

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Category: Case Management (96)

STATUS DETAILS
Declined
Ideas Administrator

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.

3

Enable Auditing for "Modern" ARC Rules

"Modern" ARC Rules suffer from many many problems associated with their deployment, activation and management - particularly if you have more than a handful in multiple environments.


Please consider enabling them for audit so that users have some chance of figuring out how/whe...

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0 Comments

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Category: Case Management (96)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,
Product Manager, Microsoft.

 

3

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

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0 Comments

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Category: Case Management (96)

STATUS DETAILS
Completed
Ideas Administrator

Feature is releasing for Oct wave

3

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...

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0 Comments

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Category: Case Management (96)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. Can you please elaborate on the ask?

Sincerely,
Product Manager, Microsoft.

 

3

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.

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0 Comments

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Category: Case Management (96)

STATUS DETAILS
Declined
Ideas Administrator

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.

3

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.

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0 Comments

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Category: Case Management (96)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for your feedback. We need more votes for this idea to be considered.

Regards,
Product Manager, Microsoft

3

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

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2 Comments

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Category: Case Management (96)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.