29

Dynamics 365 Upgrade - How to change the color on the new Waffle

Customized waffle does not work with Dynamics 365 upgrade.

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7 Comments

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Needs Votes
28

On Demand workflows are not searchable by name as they were in Classic Interface

In the classic interface when one clicked on 'Run Workflow' there would be a lookup option where one could give full or partial name of the workflow and search for it. But this function is not available in the Unified Interface. This is causing inconvinience for users and support staff, as they ...

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1 Comments

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Needs Votes
28

Define a default view per each entity within a Model Driven App

We have the ability to set default views but this is at system level across all model driven apps I would like to set different default views for different model driven apps without impacting the system wide defaults

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9 Comments

Read more... 9 Comments

Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Needs Votes
27

Make the "Regarding" field on Appointment searchable in dataverse search

When you do the dataverse search for an account, the search shows results based on different fields. In our case the "Regarding" field from Appointments is one of the fields the search claims to be showing results from, but the search is not able to show anything related to this field. The reg...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
New
27

Feature to select the target field for the record name to be displayed on the Lookup field

Currently, when we select and determine a record on the Lookup field, the record name of that entity's primary field is displayed.

However, we do not always want to display the record name of the primary field in our operation.

Sometimes we want the Lookup field to display the reco...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
New
27

Update timeline to allow for Rich text for other activity entity (Rich text Control) like Notes

Currently we have the Rich text on Notes and when you add data to a note with the new Rich text control it shows up like rich text in the timeline. now when you go to say a Task and add the Control for Rich text to the description field save publish then go create a task with rich text and regar...

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2 Comments

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Needs Votes
27

Set Default Time Zone as Web Server Time Zone

It’d be nice to have a feature available to set default time zone for the newly created user to preferred one at org-level.

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Needs Votes
27

Ability to NOT track emails automatically

We would like to have the ability to NOT track emails automatically and only track emails that users click on the track button. We have found that the some emails are being tracked that should NOT be tracked and contain sensitive information.

 

 

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2 Comments

Read more... 2 Comments

Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. Your suggestion seems to be a duplicate of the following idea: Prevent automatic tracking of emails

Please add your votes and comments to the suggestion above idea instead.  

Sincerely, 

Naitik Shah

PM, Microsoft. 

26

Behaviour of lookup button after early opt-in to 2019 release wave 2

The behabiour of lookup buttons after applying the upgrade, requires two steps in order to display a list with selectable items. Before the upgrade, the user was only required to perform a single step: click on the lookup icon to display the list of selectable items. For the user, the previous be...

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2 Comments

Read more... 2 Comments

Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Needs Votes
25

Allow system to freeze columns in any grid view

Many Dynamics 365 Sales users are asking for the ability to "freeze" the far left column in a grid. The user could set the view to freeze a certain number of columns, say two, and then when using the horizontal scroll bar on the bottom of the screen the first two columns would remain fixed while...

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2 Comments

Read more... 2 Comments

Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Needs Votes