Activity Rollup Cascade Behaviour
New cascade behaviour to enable rollup of activities for parent entity relationships. This would allow a parent entity to view activities of its children in the same way Account and Contact offer this feature. This would allow custom entities to obtain the same richness as built in features.
Customize the columns on the Duplicate Records Detected view
When a new record is created that meets the conditions of a Duplicate Detection Rule, the popup warning message seen by the user does not display very many columns or much useful information. The ability to customize this view by adding more columns and having the ability to configure the sort ...
Enable Playbooks for all entities, including custom entities
Playbooks are available only for the 5 "Sales" entities. These kind of activity templates should be enabled for all entities, including custom entities.
Thanks,
Revathi Sankar
PM, D365 sales
Make Social Pane Activities/Tasks more cusomizable
The social pane would be infinitely more usable if there was the ability to change the activities sort or based on whatever date/time field we choose, currently modified date. We need to be able to have it be the created on date-time.
Additionally It would be nice if we could choose...
Hi,
Thanks for the feedback, we are adding the ability to customize the sort order of Social pane activities in an upcoming release. In future we will also add the ability to hide/show specific activity types from Social pane as well.
Thanks
Dileep Singh
PM, Microsoft
Ability to default related Activities "Filter on" to All
I would like the option to default related Activities "Filter on" to ALL instead of NEXT 30 DAYS.
A related issue was closed as of 2010 with a note that it was going to be resolved in the next release. It has never been resolved.
https://connect.microsoft.com/dynamicssuggestion...
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:
https://crmideas.dynamics.com/ideas/dynamics-crm/718412
Please add your valuable votes and comments to the suggestion above instead.
Regards,
Venky
PM, Microsoft
Fit more fields on singled screen - limit amount of whitespace on forms, make spaces equal on top and bottom
Our users prefer to have all required information displayed on single screen on the form without need of scrolling. Please limit the amount of whitespace between fields used on form in Unified Interface. It looks like it could be achieved by keeping the form still readable. Please make space on...
Activity Pane displays Modified On Date in the records instead of the Created On date
Scenario 1 :-
1. Import an email record into CRM Organization with the Created Date set to 5 days ago. For example current date is 10/30/2015, the email's Created On date would be 10/25/2015. Make sure that you "Set Regard" it to an contact record.
2. Post importing of the emai...
Hi,
Thanks for the feedback, we will be considering this as part of our roadmap for an upcoming release.
Thanks
Dileep Singh
PM, Microsoft
Access to Activities Configurable by Security Role
Occasionally, we get requests to remove certain Activities from the New button. Since all activities are under the 'Activity' umbrella it is no possible to remove Phone calls without removing all activities. To meet this requirement, it requires unsupported modifications to the Crm UI. If the ...
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:
https://crmideas.dynamics.com/ideas/dynamics-crm/1014563
Please add your valuable votes and comments to the suggestion above instead.
Regards,
Venky
PM, Microsoft
Bring back the good old excel-like column filtering to the unified interface
In the current implementation of the unified interface, the functionality to filter columns in views/grids is too limited. This is the case for both online (9.1) and on-premise (9.0) organisations. Currently, only a custom filtering dialog is available, which only allows to define a filter usin...
Please refer to these links for further read:
https://docs.microsoft.com/en-us/power-apps/user/grid-filters-advanced#filter-editor
https://docs.microsoft.com/en-us/power-apps/user/grid-filters-advanced#select-filter-conditions-in-the-filter-editor
Thanks,
Revathi Sankar
PM, D365 Sales
Allow to set Regarding to multiple Accounts, Contacts, Leads
We'd like to be able to set the Regarding field to point to multiple clients and/or parties (e.g. attorneys,CPAs) for Appointments. This way it shows up in their record and we know that multiple parties were involved in this Appointment.
Otherwise we'd have to make required or optio...
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:
http://crmideas.dynamics.com/ideas/dynamics-crm/1272484
Please add your valuable votes and comments to the suggestion above instead.
Regards,
Venky
PM, Microsoft
Administrator
Thank you for your feedback. We would like to update you that this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-data-management-data-sharing-needs-enhanced-capabilities for Dynamics 365 for Sales for details.
Sincerely,
Paramita Chatterjee
PM, Microsoft.