Option to select Monday - Friday of a week as the default time frame in D365 dashboards
Today the D365 customer service dashboard shows 'ThisWeek' time frame which shows data for all the 7days of this week. There is a need to show the data based on working days (Monday to Friday) as the default filter. This makes it necessary to set custom time frame every time user opens the das...
Ability to Show/Hide Sections (Tabs) Based on Business Rules
PLEASE NOTE: This suggestion is for Dynamics CRM Online and Dynamics CRM 2016 or greater. There is no option in the below "Product Version" drop-down list.
There are many occasions where multiple fields need to be hidden and/or shown based on Business Rules. This can lead to a very lo...
Mail Editor- best in-class required/Outlook like
***9.1- CK Editor VERSION missing features to optimize user experience*** Context reminder: lot of communications done with customers/external partners/internal partners is done via Mail to keep trace of service request for traceability/auditability/compliance…therefore Mail communicati...
User Default Dashboard Showing on Application Tab Template of type Dashboard
As on any other Dynamics 365 App, when we do not have any dashboardid configured on the Application Tab Template, the user default dashboard should be the default shown (be the default dashboard a user or system).
Display images inline inside E-Mail Body in Customer Service Hub/Unified Interface
Feature: Allow to view images inside the E-Mail body direcetly in the E-Mail instead of have to view them as attachments. Explanation: In the classic WEB UI all images inside an E-Mail body were directly displayed and could viewed inside the E-Mail Body. In the Customer Service Hub all Images ...
Thank you for your feedback.
We implemented inline image support end-to-end in the email experience for our April 2020 release. You can review more information on the email experience from https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-overview
Sincerely,
PM, Microsoft.
Agent presence localized labels
The Agent status presence - in customer service workspace currently only has labels for the default localization of the system.
When the system has additional languagues, the presence status records do not have a localized label for the user language.
Please a...
Expand all - in the Timeline
We want to have a "Expand all" Option in the Timeline - which expands all Notes, Activities visible on the Screen. With this Option we would also be able to use the Browser Search within the Timeline. I think this Option was already the in previouse Versions
Thank you for your feedback.
For our October 2020 Wave 2 release we have enabled an expand all/collapse all records option for the timeline. You can learn more about timeline functionality from https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview. Specifically the information on the new expand functionality is available from https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview#expand-all-records
Thanks again for the great suggestion.
Search in Timeline
This idea is not specifically related to CS. In general it should be possible to search in timeline. Currently there is only filter option available. Option could be to expand filter with search text box or put text box on top of the timeline.
Thank you for your feedback.
We added search for Timeline in our April 2020 release. For more information on Timeline functionality please see https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview.
For our October 2020 release we are adding highlighting of the search matches.
Sincerely,
PM, Microsoft.
Include option to pin Sitemap navigation bar instead of auto collapse
Hi team,
We'd like to request an addition of a feature to ping Sitemap navigation bar in the application instead of letting it be auto collapsed. This would help users who has larger screen with a lot of real estate and allow them to accomplish their tasks with great experienc...
Ability to customize the field size in Quick View Form
When creating a Quick View form for a specific entity, the field heights is not customizable although the width can be changed.
It ends up having a plenty of room for the one field.
I would like to avoid having such space on Quick View Form.
Product Version：CRM Online 2016
...
Administrator
Thank you for your feedback.
We updated and modernized our email editor experience in the April 2020 Wave 1 release. And in our October 2020 Wave 2 release we are completing this transormation with updates to the email template and signature builder experiences.
More information on these email experience can be found at https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-overview
Thank you.