2

Using the Tab key to Auto Fill Lookup Fields within UCI

UCI / 1) Log into a UCI app (with sample data installed) 2) Access Accounts 3) Navigate to a lookup field (e.g. my example is Parent Account) 4) Start typing in Blue (for the Blue Yonder Account) 5) When the record appears press the Tab key. Expected Results/ The record should load into the Lo...

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Category: Platform (150)

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2

Unified Client Interface: Enable copy & paste on list saved/system views for quick referencing

In UCI, users cannot select field values from saved/system list views. For example, in the web interface, users were able to select and copy account numbers and other data values from list views for various research/investigative activities and quickly referencing records without having to ope...

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Category: Platform (150)

STATUS DETAILS
Needs Votes
2

SLA support on UCI yet

Please find the steps to reproduce below 1. Open an existing case or create a new case in the Unified interface. 2. Manually assign a SLA to the case. 3. Save the case. 4. Click the SLA selected in Step 2 to open the SLA record. 5. You will receive a script error. We have been told by Microsof...

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Category: Platform (150)

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Needs Votes
2

Allow for silencing "Metadata out of sync" Outlook/Dynamics client notification

Outlook/Dynamics email tracking update 1.0 produces too many notifications saying "Metadata out of sync". Allow users to silence these notifications!

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Category: Platform (150)

STATUS DETAILS
Needs Votes
2

Integrate Business Units / Default Teams with Azure Active Directory Groups

The ability to integrate D365 teams with AAD has gone a long way toward automating user management in Dynamics, but business units (and their associated default teams) still play a vital role in the security model, and without creating complex processes in Flow, there's no straightforward (100% M...

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Category: Platform (150)

STATUS DETAILS
Needs Votes
2

System Settings - A new option that can allow messages with unresolved email senders to be received.

Like how we have an option "Allow messages with unresolved email recipients to be sent" in System Settings - Set Email form options section, hopefully we can have another similar option for unresolved email senders as well. Because the Dynamics currently doesn't allow to have unresolved sender...

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Category: Platform (150)

STATUS DETAILS
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2

User needs to remove the --- hyphen arrows to type in the Date field manually

Whenever user want to type the Date and Time field manually in the Customer service Hub, they have to manually remove the the 3 hyphens (---) and then they can be able to enter the dates. This doesn't happen to other field types.

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Category: Platform (150)

STATUS DETAILS
Needs Votes
2

Ability to control or schedule patches and updates.

We are a global company that heavily utilize Dynamics CRM across the globe. Our instance is hosted in EMEA but we have a large user base in North America and APAC. Patch updates (https://support.microsoft.com/en-us/help/2925359/microsoft-dynamics-crm-online-releases) are installed typically mid-d...

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Category: Platform (150)

STATUS DETAILS
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2

Trigger SharePoint content deletion based on CRM record status

When using SharePoint integration for storage, the ability to drive retention from CRM is required. This would help meet GDPR compliance.

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Category: Platform (150)

STATUS DETAILS
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2

Increase limit of 5 conditions in a positive route in business process flow

We need to create business process flow which has 8 conditions in positive route in business process flow, but cannot do that now, because there is a limit now to have only 5 conditions in any positive route in business process flow. The 'Five’s The Limit On Decision Tree Depth… Kind of' section...

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Category: Platform (150)

STATUS DETAILS
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