Customize the columns on the Duplicate Records Detected view
Re-adding this as it was raised and set to planned for 2020 release wave 2 but never got included. https://experience.dynamics.com/ideas/idea/?ideaid=18522ab7-7d7a-ea11-99e5-0003ff689747 When a new record is created that meets the conditions of a Duplicate Detection Rule, the popup warning messa...
Turn on try the new look user-wide
It would be useful to have a setting that would turn on Try the new look for all users in the environment at once, and automatically turn it on for users who turned it off and were using the old screen.
Currently there is no setting to turn it on for all users, so we are requesting a set...
Security warning on email activities
Users wants to have na option to disable the warning mesages (eg: ‘The email below might contain script or content that is potentially harmful and has been blocked Open Message’ for incoming emails in CRM Online”.) on email activities on CRM 2015 Update 1
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Karthik Gangidi
PM, Microsoft
Same filter function as WEB UI
The unified interface makes it difficult to understand the use of filtering features in the default view. The unified interface is inconvenient because users must operate the [Custom Filter] function in a separate window. Users are frustrated because they have to use the Advanced Search feature. ...
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
Ability to change default font in Email composer
One of our customers has requested the ability to change the default font in the email composer from Segoe to Calibri. They don't want to have to keep doing this manually every time they open a new email
Thanks,
Revathi Sankar
PM, D365 Sales
Ability to set multiple view filter conditions in UCI
The Web UI had the ability to set multiple view filter conditions, but UCI does not. Convenience improves because multiple settings can be made in UCI. If it can set multiple view filter conditions in UCI, it will be more convenient.
Field level formatting options for number fields
We want the option to have a number field that sorts like a number but doens't contain thousands separators. The use-case is an account number or portfolio number where the value should behave like a numeric value when sorted, but it should not contain commas separating the thousands.
Allow multiple regarding on activities
The regarding attribute on an activity should be updated to allow multiple records to be linked to an activity. Examples are;
- Appointment at which multiple opportunities are discussed
- Emails which contain information about multiple cases
Hi Mark,
Thanks for the feedback, we are considering this as part of our roadmap.
Thanks
Dileep Singh
PM, Microsoft
Create Appointments without Sending Email
When we create appointments from a contact (sometimes to discuss a contact and sometimes to record a previous appointment) an email is triggered to the contact.
Please create a way to NOT send emails to contacts and just save the appointment in CRM/Outlook (with Sync) but NOT send an em...
Disable specific Activitiy types such as Fax
We would like to make specific types of activities, such as fax or letter, not available. Right now in security roles you change the settings only for all Activities. If we take away read or create privileges the user cannot read or create any type of activity.
If these were broken...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Venky
PM, Microsoft
Administrator
Hi,
Thank you for the submission. The status of this idea has been updated to 'Needs Votes' to provide an opportunity for other customers to review & upvote for this idea.
Thanks,
Revathi Sankar
PM, D365 Sales
resankar@microsoft.com