Track meetings without using appointments or just don't send invites for times in the past
If our sales force is cold calling customers then by definition they are not scheduling this in advance. Unfortunately, the only way they can log a meeting is to create an appointment which will end up sending a meeting invite even though the event was in the past. There really should be a way to...
Show Message Entity Record location on Activity - Socialpane/Timeline
The new Socialpane/Timeline only shows the record locations for the automatic created messages in the Unified Interface. If you use the Message-Entity to refer users and write them messages on specific records you could only recognize their location, when you refer the record manualy in the mess...
Run Workflow from entity view in Unified Interface
In many cases we need to run on demand workflows on multiple records. in the entity view in the Unified Interface there is no such option currently although it was available in previous interface.
The activity filter
Hello Team, If the filter is selected as the next 30 days or earlier for all activities, it is showing the activities as Open or scheduled, this should even show any future activity that have been completed.
Include support in Portals for logout from auth0 as an identity provider
In Dynamics Portals, we can use auth0 as an identity provider. This works. However, the portal logout does not logout of auth0 which means that after a user has "logged out" their auth0 token is still valid. When the user next clicks sign-in on the portal they are logged in immediately. There is ...
The size of the preview text box of the Activities Control to users is unreadable. The size of the preview text box gets reduced which squishes the text content under Email Activities.
The size of the preview text box of the Activities Control to users is unreadable. The size of the preview text box gets reduced which squishes the text content under Email activities.
The ability to sync the reminders of appoinments created for dates in the past
The ability to create appointment, add people and description, then automatically sync to the required users is very useful. Currently, the sync only work for the appointmens with start time in the future, if we set the start time in the past, the reminder and email won't send to the users. In ...
Unified Interface autocapture email can't be tracked
In classic UI the sales UI autocaptured emails display in the activity pane and there is a track link to track the email. In unified interface there is no way for the user to track the email. Please make this feature work.
Auto-expand the attendees field
Rather than having the '+n' button on appointment attendees field to show all attendees, this field should show all attendees by default.
Learning Path - enable learning path for Advanced Find
The Advanced Find functionality is widely used across organizations. Only that the Learning Path pointer (for guided tasks) does not transition to the new window opened by the Advanced Find, even if URL is indicating a dynamics site.
Administrator
Thank you for your feedback. Currently this is not in our roadmap; however, we will track it ,if we get more feedback and votes, we may consider it in the future.
Sincerely,
Meenakshi
PM, Microsoft.