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 ...
Post text box size should be customizable .
Need a customizable control to change behavior of the timeline 'post' and set the length of the Post text box to show 8 lines during create. Current CRM product limitation: Business need 'Posts' Text Box control size to be 8 rows visibility while creating a new Post. But we can see only 3 rows...
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.
Restore "Created By" information to Notes in timelines
It is no longer possible to see who created a Note in a timeline in the Customer Service Hub, it simply lists it as 'undefined'. My communications with Microsoft techs have advised me that this was an intentional decision. It is possible to see the note creator outside of the CSH, which makes thi...
Add 'this year' as option in time-frame of interactive dashboard
Since a custom time-frame cannot be saved as the filter for an interactive dashboard, the biggest possible time-frame is 'this quarter'. It would be helpful if 'this year' or 'custom time-frame' is added as an option
Improve Customer Service Hub / Old Web Client
For some reasons, our customer does not want to use the new Customer Service Hub even if it looks very nice. The biggest issue here is the missing possibility to set up interactive dashboards without any timeframe or with a custom default timeframe. In case lots of service agents open each day...
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Vamsi
PM,Microsoft.
Correct Timeline design flaw
If you configure the new UX to have a timeline to use 2 columns width, then all the new property is ruined by a grey wall of no data. When using one column this is not an issue, but when you use two... it is. In my case I have made this adjustment within the Customer Service Hub on the form CA...
Power Portal Azure Storage
the Azure Storage solution for Power Portals is out of date, there should not be a need to use a custom webresource top open and upload attachments from UCI. This is gives poor usability and experience. The Attachments should appear native, like the Azure Labs Attachment Manager does. I am refe...
Display relevant icons on Email activity entries in journals
Currently this is provided in base Dynamics 365. Emails in a case journal, for example, will have an icon that visually conveys what kind of email it is: Inbound, Outbound, Draft, etc. Customer Service Hub replaces these with a single icon that looks very much like a 'draft' email icon. The ho...
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
PM,
Microsoft.
email recipient lookup leaves text after selection
the lookup functionality on To/CC/BC etc leaves the search text after selection of the recipient - this is odd - as users have to clear the search text after selection. Not sure why partylist search lookup works different to just normal lookups?
Allow custom corporate font as default in email
Should be able to make custom corporate fonts as default fonts in email sections of D365 CRM
Administrator
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
PM,
Microsoft.