68

BPF expanded display state width

We use Business process flows to capture data for cases. To make it easier for the user, the BPF is expanded by default via javascript. Problem is that the width of the BPF details is too small to for example show the customer name completely. Suggestion: make the width of the expanded BPF wid...

Read more...

1 Comments

Read more... 1 Comments

Category: Platform (148)

STATUS DETAILS
New
48

Ability to enable advance find for entities based on the security role

Currently there is no way to control the security for advance find entities and all users having any read level access can see the enties in advance find. From a solutioning point of view, read level access would be required to be provided for certain roles, but those roles should not be able ...

Read more...

9 Comments

Read more... 9 Comments

Category: Platform (148)

STATUS DETAILS
Needs Votes
42

Request to make Case Subject more user-friendly for service agents

Request to rework the Case Subject entity to make it more user-friendly for service agents. Missing features for the current Case Subject entity: - Textual search --> being able to type in the subject lookup field (so a service agent doesn't need to drill-down the whole tree every time again) -...

Read more...

0 Comments

Read more... 0 Comments

Category: Platform (148)

STATUS DETAILS
New
35

not able to turn off the filter option in lookup fields in UCI.

In UCI users are unable to turn off the filter option in look up fields We have two lookup fields called Service Line and Solution Code. The Solution Code has the Related Records Filtering set as seen below. The most important option here is that the “Users can turn off filter” option is enabled...

Read more...

6 Comments

Read more... 6 Comments

Category: Platform (148)

STATUS DETAILS
Needs Votes
35

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?

Read more...

4 Comments

Read more... 4 Comments

Category: Platform (148)

STATUS DETAILS
Needs Votes
27

Quick search on dashboard - should only fetch on view records

Quick search on dashboard views should only fetch on view records and not the entire entity as it is today. Because. Because if I make a dashaboard with some views and put a Quick search in each view is because I need search in that view and not on entire entity.

Read more...

0 Comments

Read more... 0 Comments

Category: Platform (148)

STATUS DETAILS
Needs Votes
26

Unified Interface: Cannot turn off "filter by related" for lookup fields

If a lookup field is "filtered-by-related" by default AND users are allowed to remove the filter, in the web interface, users are able to look up more records on a look-up field, uncheck "filter-by-related" box, and look up all records. Users are not able to do this in Unified Interface. The "...

Read more...

4 Comments

Read more... 4 Comments

Category: Platform (148)

STATUS DETAILS
Under Review
26

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Platform (148)

STATUS DETAILS
Declined
16

Automatically update Embedded Canvas App ID whenever the form is deployed to other environments

Currently whenever the form with Embedded Canvas App is deployed to other environments, the person who has deployed this form should change the App ID, because the App IDs are not same in all environments. It will be awesome if we can have a way to keep this App ID after importing the form from ...

Read more...

0 Comments

Read more... 0 Comments

Category: Platform (148)

STATUS DETAILS
Needs Votes
16

Ability not to automatically assign a security role when installing the Solution

On the environment that Customer Service Solution has been installed, Customer Service App Access security role is automatically assigned to user when user gets Dynamics 365 (Online) Subscription. It would be great if the security role is not automatically assigned by installed solution.

Read more...

1 Comments

Read more... 1 Comments

Category: Platform (148)

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.