22

Ability to synchronize deleted [schedule] for Dynamics 365 for Outlook

Normally, schedule deleting in Outlook sync with Dynamics 365.

However, in the below scenario, deletion doesn't sync with Dynamics 365.

Step 1. Delete schedule in Outlook

Step 2. Click [Synchronize with Dynamics 365] bottom before auto sync with dynamics 365

 

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
22

Quick Form for Activities (Phone Call, Tasks, etc) need to be customizable

I would like to add Due date to the quick form on Phone call so that my clients can do a followup phone call using the quick form.

However, it is not possible to customize the quick form on Phone call.

Please allow the Quick form on Phone call to be customizable.

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
22

Customize the Social Pane the sorting

We would like to be able to customize the Social Pane the sorting on the Contact and Case forms , currently it can be sorted on ‘modified on date’ and cannot be sorted on ‘create on date’. It would be additionally useful if users could change the sort order (ascending, ...

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5 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of CRM 8.2 (Fall 2016)

You can customize this is Control Properties -> Form Editor

 

Sincerely,

Dileep,

 PM, Microsoft

21

Feature to customize system view on entity view for quick customizations

Currently, users need to click upper right gear icon - [Advanced Settings] - [Customizations] - [Customize the System] to customize their views. However, it takes too many steps for some users just to customize their view, so this would be sometimes inefficient. It would be much better if users c...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
21

About screen of filter condition of view

Currently, it is not possible to specify the filter target in the window that displays the filter conditions on the UCI view screen. The reason is that if the width of the window is narrow and the character string is long, the characters will be cut off and cannot be specified. The view screen i...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
21

Print Preview function

We are missing the option to easy print the email body within the new UCI (Dynamics 365 Sales).

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
21

Free the notes for views, sitemap, and dashboard

Notes can currently only be viewed in context of a parent record or via advanced find. While you can create new views for notes and Excel templates for notes, there is no UI to get to them. Many users view notes as another type of activity, and like with activities, want to use them for monito...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
21

Ability to customize Activity feed on UI

For some users, adding Appointments is used as often as adding Phone Call activities.

But in order to add Appointment activities, you need to click the more commands button.

It would be nice to show ‘Appointment’ button or other activities right next to ‘Add Pho...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
21

Enhencements in Security Role model for Custom Activities in CRM 2011

By default in CRM 2011, we now have the option to create new custom activities, which is a great improvement.

However, a specific security role handles all activities (standard & custom) at once. We cannot give a different visibility for a specific Activity.

This limi...

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2 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. We are not considering the suggestion at this time due to the following reason: 

Directional Change in Product Design 

 

Sincerely,

Venky

PM, Microsoft

 

 

20

Feature to edit the command bar of user entities

Due to the change from WEB UI to UCI, "Manage Roles" and "Change Business Unitst" are no longer displayed on the command bar of the user entity. In UCI, operations must be performed on the management screen, so if you can manage roles on his command bar like the WEB UI, work efficiency will improve.

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
New