204

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...

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20 Comments

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Category: Unified Experience: Search, navigation and performance (1224)

STATUS DETAILS
Completed
Ideas Administrator
This has been implemented. It is set to all by default and the user has options to change to other values if needed. Hence closing the idea. 
Ref: https://learn.microsoft.com/en-us/dynamics365/sales/manage-activities 

Thanks,
Revathi Sankar
PM, D365 Sales
173

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...

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17 Comments

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Category: Unified Experience: Search, navigation and performance (1224)

STATUS DETAILS
Completed
Ideas Administrator

Enhanced email editor capabilities were releases with 2020 Release Wave 1 Contextual email communication - Dynamics 365 Release Plan | Microsoft Docs.

85

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...

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13 Comments

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Category: Unified Experience: Search, navigation and performance (1224)

STATUS DETAILS
Completed
Ideas Administrator
Thank you very much for the suggestion. The new email template editor was released recently and it includes the capability to include hyperlinks seamlessly. For further read, please refer to:
https://docs.microsoft.com/en-us/dynamics365/marketing/email-design

Thanks,
Revathi Sankar
PM, D365 Sales
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

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Category: Unified Experience: Search, navigation and performance (1224)

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
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

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Category: Unified Experience: Search, navigation and performance (1224)

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

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 (1224)

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 (1224)

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
34

[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...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1224)

STATUS DETAILS
Completed
Ideas Administrator

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.

22

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, ...

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5 Comments

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Category: Unified Experience: Search, navigation and performance (1224)

STATUS DETAILS
Completed
Ideas Administrator

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

20

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 ?

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3 Comments

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Category: Unified Experience: Search, navigation and performance (1224)

STATUS DETAILS
Completed
Ideas Administrator

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.