47

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...

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2 Comments

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

STATUS DETAILS
Needs Votes
Ideas 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

46

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...

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0 Comments

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

STATUS DETAILS
New
45

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

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8 Comments

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

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.  

Sincerely,

Karthik Gangidi 

PM, Microsoft 

 

43

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. ...

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1 Comments

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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
43

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

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5 Comments

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

STATUS DETAILS
Completed
Ideas Administrator
Thank you for the suggestion. This is now implemented and please refer to this link for more details: Send email using the enhanced email experience in Dynamics 365 Sales | Microsoft Learn

Thanks,
Revathi Sankar
PM, D365 Sales
42

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.

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0 Comments

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

STATUS DETAILS
Needs Votes
41

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.

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2 Comments

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

STATUS DETAILS
Needs Votes
41

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

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5 Comments

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

STATUS DETAILS
Under Review
Ideas Administrator

Hi Mark,

Thanks for the feedback, we are considering this as part of our roadmap. 

Thanks

Dileep Singh

PM, Microsoft

39

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...

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2 Comments

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

STATUS DETAILS
Needs Votes
38

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...

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3 Comments

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

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Venky

PM, Microsoft