79

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.

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5 Comments

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

STATUS DETAILS
Under Review
66

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 ...

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9 Comments

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

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas 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.

66

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.

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12 Comments

Read more... 12 Comments

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

STATUS DETAILS
Completed
Ideas Administrator
Thank you for reaching out to us. Playbooks for all entities, especially for the custom entities can be achieved through the Sequences functionality.  Sequences help sales managers enforce best practices by introducing a set of consecutive activities for sellers to follow during the course of their day. A manager can connect sequences to entities that appear in a seller's work queue, to help sellers prioritize activities to focus on selling, be more productive, and better align to business processes. This feature was rolled out in April 2020. For more details, please follow this link: Manage sequences in sales accelerator | Microsoft Docs

Thanks,
Revathi Sankar
PM, D365 sales
66

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...

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4 Comments

Read more... 4 Comments

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

STATUS DETAILS
Planned
Ideas Administrator

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

61

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...

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1 Comments

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

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

55

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...

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1 Comments

Read more... 1 Comments

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

STATUS DETAILS
Needs Votes
55

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...

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9 Comments

Read more... 9 Comments

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

STATUS DETAILS
Planned
Ideas Administrator

Hi,

Thanks for the feedback, we will be considering this as part of our roadmap for an upcoming release.

Thanks

Dileep Singh

PM, Microsoft

52

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 ...

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16 Comments

Read more... 16 Comments

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

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/1014563

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

 

Regards,

Venky

PM, Microsoft

50

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...

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3 Comments

Read more... 3 Comments

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

STATUS DETAILS
Completed
Ideas Administrator
Thank you very much for the suggestion. The filtering has been improved since the time this idea was logged and it can now filter rows with blank values.

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
 
48

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...

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7 Comments

Read more... 7 Comments

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

STATUS DETAILS
Declined
Ideas Administrator

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