Change default from "next 30 days" to "All" for open activity view in accounts and contacts
The default filter for the view "open activities" in the account and contact forms is set to "next 30 days", which is very confusing for our users. I am not able to change the default filter criteria to "All".
It would be very good if the filter for the "open activities" view in the...
Email editor lacking most features expected and required by customers
With the latest releases of Dynamics CRM Microsoft is focusing on Service and have delivered several improvements on SLA, USD, Social, Experience HUB, etc. This is all great and a multi-channel strategy is exactly what we need to have. However, for many customers the fact remains that a huge s...
Enhanced email editor capabilities were releases with 2020 Release Wave 1 Contextual email communication - Dynamics 365 Release Plan | Microsoft Docs.
D365 Email Template Editor to match the UCI email editor
That the standard email template editor get an 'overdue update' so that it can keep up with the UCI email editing capability. For the sake of brand consistency and sending professional, unified email messages -templates can be heavily relied upon in communication. Having the ability to edit in a...
https://docs.microsoft.com/en-us/dynamics365/marketing/email-design
Thanks,
Revathi Sankar
PM, D365 Sales
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.
Thanks,
Revathi Sankar
PM, D365 sales
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...
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
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
[UCI] Restore filters to read-only grid.
UCI supports view filtering by changing the subgrid to Editable Grid. However, the filter function cannot be used in [Read-only grid]. Previously, the web client (Web UI) used the default Read-only grid, but UCI does not offer this functionality. In the case where multiple sub-grids are displaye...
Thank you for your feedback. We released this feature as part of the "Improved grid column filtering in Power Apps" as part of 2020 Release Wave 1. Please refer to the following link for more information: https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave1/microsoft-powerapps/improved-grid-column-filtering-power-apps
Sincerely,
Paramita Chatterjee
PM, Microsoft.
Customize the Social Pane the sorting
We would like to be able to customize the Social Pane the sorting on the Contact and Case forms , currently it can be sorted on ‘modified on date’ and cannot be sorted on ‘create on date’. It would be additionally useful if users could change the sort order (ascending, ...
Thank you for your feedback. We released this feature as part of CRM 8.2 (Fall 2016)
You can customize this is Control Properties -> Form Editor
Sincerely,
Dileep,
PM, Microsoft
CRM- Email customisation (rich text editor for emails)
What it is not possible to select more than 8 fonts in CRM email template ? Why cant we get access to all fonts saved on machine ? like Notepad ?
We are suggested to use mail merge and use Word, but what if we dont want to spend money on MS Office ?
Thank you for your feedback. We released this feature as part of 2020 Release Wave 1. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-overview
Sincerely,
Paramita Chatterjee
PM, Microsoft.
Administrator
Ref: https://learn.microsoft.com/en-us/dynamics365/sales/manage-activities
Thanks,
Revathi Sankar
PM, D365 Sales