Create a new case when new queue item is attached as email recipient after creation of the original case.
Hello, Sometimes a new queue item is attached on the email chain as recipient after the initial case creation/email. At the moment product feature is that it will not create a new case and it will just be linked on the current email chain on a case. This is problematic for the customer since th...
"Populated in Sent folder" Flag for emails sent from Dynamics 365
Current behavior: Currently, Server-Side Synchronization populates all emails sent from Dynamics 365 to the Sent folder, but there is no indication on the Email activity if that email has been created in the Sent folder for that mailbox in Exchange. Proposed idea: Add an OOB yes/no or flag field...
add regarding field to Case Resolution main form / complete implementation of Case Resolution activity entity
As the person responsible for managing case resolutions, I would like to be able to list and edit all case resolutions on the activities overview page. In addition, I would like the Regarding field to be added to the main form of the case resolution so that I can easily navigate to the referenced...
Bring back Radio Button on forms / Introduce buttons for forms
Bring back radio buttons on forms. They have been deprecated. We used this feature a lot. Now our radio buttons are a dropdown list and we can't use Toggle button instead. Microsoft need to allow the use of buttons on forms.
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.
OneNote Integration by Business Unit
Hi Folks, In Gaming we have a single Dynamics instance shared between all the compliance domains. We have multiple Business Units, one for each domain. We'd like to leverage the OneNote integration features but as we understand it, each case generates a new OneNote workbook. We'd like to be able ...
Track Teams voicemail emails to create a Case
"We are having an issue with Teams voicemails that they won't get tracked to Dynamics CRM, and therefore not creating new cases. We do know this is because server side sync would not track automated emails, however this is important for our business since we are having cases not being created and...
Dynamics 365 Customer service delegation listing
Wish there is an option to easily advanced list and register cases to a delegation department and/or workflow or team member. Not featuring easy delegation registry per case, user may potentially alternative set delegation case or survey policies.
Case Hierarchy: Allow to create child cases under other child cases (grandchildren)
When you create a few cases as a child (Case B1,B2,...) of a parent case (Case A), Then you will be able to create other cases and link them as children of one of the Cases B1, B2,... and as a grandchildren of Case A
Automatic record creation and update rules - User should be able to move conditions(Step two: conditions to evaluate and actions to take) from one page to another
Hi Support, Currently Automatic record creation and update rules - conditions subgrid(Step two: conditions to evaluate and actions to take) not allowing us to move condition from one page to another if suppose we have 20-30 conditions. User should be able to move conditions from one page to anot...