164

Option to enable Dark mode

While Microsoft is giving option in MS Office to switch to Dark mode, and in every single offerings like Azure & Office 365 portals, I would like to propose this idea. "Please allow themes or Dark mode option in Dynamics 365" My clients & end users are asking for it already. :)

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9 Comments

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Category: Customer Service Workspace (585)

STATUS DETAILS
Needs Votes
58

Export dashboard to pdf

There is often a need to pull a pdf of a dashboard. At the moment most users revert to screenshot and pasting. An export to pdf would be very useful.

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5 Comments

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Category: Customer Service Workspace (585)

STATUS DETAILS
Needs Votes
56

Put back the View More/View Less functions at the Top of the Email Message in the Timeline

Put back the ability to 'view more' and 'view less' functions at the top of an email in the timeline. This functionality was removed in the 2022 Wave 2 update. Users do not need to scroll to the bottom of a 5 page email to 'view less' when the most recent information in an email thread is at...

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7 Comments

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Category: Customer Service Workspace (585)

STATUS DETAILS
New
51

System settings/User settings for default collapse/expand Left navigation

Provide a System level setting & User level override setting to set the preference of default collapse/expand behavior of Left navigation in UCI https://community.dynamics.com/365/f/dynamics-365-general-forum/312765/unified-interface-collapse-sitemap-by-default/907274

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1 Comments

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Category: Customer Service Workspace (585)

STATUS DETAILS
Needs Votes
46

Provide the ability to 'print preview' in the Unified Interface

The Print Preview button is a useful feature in the legacy web interface, but is not available in the Unified Interface. Please can this be included in the Unified Interface?

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5 Comments

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Category: Customer Service Workspace (585)

STATUS DETAILS
Needs Votes
43

'Run Workflow' option in new UCI interface

Hi, 'Run Workflow' (on demand) option in new UCI is missing from the 'sub grid' (associated view). It shows on the main form under the 'Flow' option but it's nice to have under associated view which is currently showing and working in Classic interface. Thanks, Ankur

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3 Comments

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Category: Customer Service Workspace (585)

STATUS DETAILS
Needs Votes
41

Automatic Lookup Name Resolution Improvement

This suggestion revolves around the automatic lookup "name" field resolution. I'm posting it under "customer service", but it's really about the broader Dynamics 365 CRM system logic.

 

How the platform works:

-----------------------

Every time an entity is opened (i.e....

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0 Comments

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Category: Customer Service Workspace (585)

STATUS DETAILS
New
40

Enable selecting multiple records in the field which data type is [Lookup]

After placing the field in a form, which date type is [Lookup], we want to add/change records. However, in the field (data type: [Lookup]), we can only select a single record, so it cannot be implemented. If we can select multiple records in the field (data type: [Lookup]), the work becomes as s...

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6 Comments

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Category: Customer Service Workspace (585)

STATUS DETAILS
Needs Votes
40

Print Preview missing in UCI Hub

Print functionality for Email and other Records in the UCI is missing. This a business-critical function that we would like to see added before the legacy UI is deprecated.

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8 Comments

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Category: Customer Service Workspace (585)

STATUS DETAILS
Needs Votes
40

Business Process Flow with adjustable height and width

The business process flow in the unified interface is not suitable for fields with multiple lines of text. Is just gives the user a scroll feature. The frames where the fields are shown are to small. There is just not enough space. My suggestion is that the business process flow can be adjuste...

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7 Comments

Read more... 7 Comments

Category: Customer Service Workspace (585)

STATUS DETAILS
Needs Votes