216

Ability for Sub-Grid Activity in Account form to show all related activities

Account is one unique entity that allows all related activities to be rolled up to the Account; however, current sub-grid activity in Account form for CRM 2011 only shows activities that were created in Account (regarding).

It would be great if this feature can be implemented in th...

Read more...

14 Comments

Read more... 14 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time due to the following reason: Unified Interface and PCF Controls.

Sincerely,

PM,

Microsoft.

200

Change default from "next 30 days" to "All" for open activity view in accounts and contacts

The default filter for the view "open activities" in the account and contact forms is set to "next 30 days", which is very confusing for our users. I am not able to change the default filter criteria to "All".

It would be very good if the filter for the "open activities" view in the...

Read more...

20 Comments

Read more... 20 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
Under Review
167

Email editor lacking most features expected and required by customers

With the latest releases of Dynamics CRM Microsoft is focusing on Service and have delivered several improvements on SLA, USD, Social, Experience HUB, etc. This is all great and a multi-channel strategy is exactly what we need to have. However, for many customers the fact remains that a huge s...

Read more...

17 Comments

Read more... 17 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
Under Review
108

Notes in CRM2013 Online changes timestamps when record is reassigned - can this be changed?

Whenever we assign an Account to a different owner in CRM2013 Online, the timestamps for the notes change, to match the time the account was assigned and who assigned the account. Is it possible to change this, so the timestamp only shows, when the note was created? And show who originally cre...

Read more...

12 Comments

Read more... 12 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
Under Review
95

Make Multi-Select Option Sets available for Business Rules

Currently, when configuring a Business Rule, a multi-select option set field is not available within the list of fields for a Condition. A practical need is to Show/Hide the field on a form. First Part: The idea would be to allow a Condition using the "Contains" or "Equals" filter. As multiple v...

Read more...

1 Comments

Read more... 1 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
New
86

Email Activites being displayed in wrong order

Within a case, there is the Notes/Activities/Post grid. This displays email activities in Modified date order. We have noticed that if you open an existing email, for example which was created and last modified several days in the past, and action a reply or forward, then the modified date of ...

Read more...

5 Comments

Read more... 5 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

We are considering adding the ability to change the default sort order on the activity wall. This will allow you to use either created on or actual end date field (which has sent/recieved date value) to sort the activities. 

 

Sincerely,

Dileep Singh

PM, Microsoft 

81

D365 Email Template Editor to match the UCI email editor

That the standard email template editor get an 'overdue update' so that it can keep up with the UCI email editing capability. For the sake of brand consistency and sending professional, unified email messages -templates can be heavily relied upon in communication. Having the ability to edit in a...

Read more...

3 Comments

Read more... 3 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
Under Review
73

Enhance the E-mail editor

The CRM E-mail editor is very weak. Doesn't support properly the HTML e-mail. The format of the e-mail always changes and gives a bad end result.

The signature doesn't look professional.

Read more...

13 Comments

Read more... 13 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

We are actively considering this as part of our roadmap.

 

Sincerely,

Dileep Singh

PM, Microsoft 

73

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.

Read more...

5 Comments

Read more... 5 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
Under Review
59

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Unified Experience: Search, navigation and performance (1000)

STATUS DETAILS
Declined
Ideas Administrator

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