1

Favorites in Lookup Records

When user use Lookup Record panel, he should be able to mark searched records as favorite to have quick access to most recently used record.

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Category: Case Management (94)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for your feedback. Would like to understand the ask better. Are you referring to Case grids and the scenario when a user searches a case from the case grid and wants to favourite it?

Regards,

PM, Microsoft.

1

Change the look of the custozisable case resolution dialog

In the 2023 wave 1 release the total Time, Billable Time and Remarks fields where removed from the Case Resolution dialog. To get those fields back you have to use the customizable dialog. This is working but the dialog itself looks really ugly and looks like it's not part of the system, it do...

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Category: Case Management (94)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for your feedback. In April 2023 release wave, fields like total time, Billable time and Remarks were removed from Standard case resolution dialog. However, if you want to add these back, you could disable the minimal case resolution dialog by following the steps mentioned here -  https://learn.microsoft.com/en-us/dynamics365/customer-service/add-enhanced-case-management#disable-the-minimal-case-resolution-dialog. It is not mandatory to switch to customizable dialog unless you want to customize the dialog like adding or removing standard or custom fields.

Regards,
Product Manager, Microsoft

1

Enable rendering of Rich Text HTML in Power Pages Portals Timelines

It is now possible to configure the Portal Comment Description field to use the Rich Text control. This is great for engineers when responding to customers. The formatting is rendered properly in Emails sent to the Customer that contain the contents of the portal Comment. However, the Rich ...

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Category: Case Management (94)

STATUS DETAILS
Under Review
Ideas Administrator

Under review

1

Relax and Rejuvenate with Seoul Massage: A Sensory Journey to Bliss


Are you feeling stressed and tired from the daily grind? Let us take you on a sensory journey to bliss with our Seoul massage services. Our trained therapists will use a variety of techniques to help you unwind and release tension from your body and mind. From soothing aromatherapy ...

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Category: Case Management (94)

STATUS DETAILS
Declined
Ideas Administrator

This portal is used to collect feedback on D365 Customer Service.

Regards,
PM, Microsoft.

1

Resetting Sequence Portion for Auto field

Currently, we can set the sequence and use the regular expression to change the YEAR, MONTH, etc. In some business scenarios, the customer wants to reset the portion of the sequence. For example, the customer wants to reset the last 4 digits of the case number every month/year. As of there are...

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Category: Case Management (94)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for your feedback. This is not in our roadmap and would need this to be voted, for us to consider this.

Regards,
PM, Microsoft

1

Enable on the case summary page to do pre-view of attachment and link to ecomment

This two box to display the quantity of attachment and eComment.

By clicking the Attachment number, a pop up will appear. We can see the progress of each file and can preview the file.


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Category: Case Management (94)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for your suggestion.

Please provide further details so that we can understand your idea better.

Regards,

PM, Microsoft

1

Auto-Post in Case is not set when routing a case

Hello together,


currently we have the problem that when a user selects a case under the "Cases" tab and clicks the "Route" button, it does not generate an auto-post in the timeline of the case.


However, if the user clicks the "Add to queue" button within a cas...

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Category: Case Management (94)

STATUS DETAILS
Needs Votes
Ideas Administrator

This is more of an enhancement rather than the idea, and related to the case form area though auto post is created in the timeline.

1

Add One Note Updates to a Timeline in CRM

In CRM with OneNote integration enabled, when a OneNote file is added or modified, it would be nice to have a note added to the timeline just like other interactions like uploading documents, etc. This would allow other users to see OneNote modifications on a timeline of an activity, account, ...

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Category: Case Management (94)

STATUS DETAILS
Needs Votes
Ideas Administrator

great idea, adding it to the backlog

1

Retain on the same tab on refresh

when user is working on some tab on the case screen and when the case is refreshed or reloaded then it should retain on the same tab.


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0 Comments

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Category: Case Management (94)

STATUS DETAILS
Declined
Ideas Administrator

Duplicate 

1

Retain on the same tab on refresh

when user is working on some tab on the case screen and when the case is refreshed or reloaded then it should retain on the same tab.

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0 Comments

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Category: Case Management (94)

STATUS DETAILS
Declined
Ideas Administrator

Duplicate