Workflow: Allow Dynamic URL to use the APP in Unified Interface
The current Dynamic URL in the workflow option is pointing to the classic UI. It would be great if the URL can be generated dynamically to point a specific app, so that Links in the emails can seamlessly open the Unified Interface App.
multi column global option set
Enhance Global Option Sets to allow for multiple columns. One area where it would be helpful is an option set for Countries. Countries have a standard text name but also a 2 character code, 3 character code, and numeric UN code. Additionally, we have a Region and Region Code we assign to each ...
Make the view selector in unified interface wider
The view selector in unified interface is very narrow and insufficient to display longer view names. It doesn't make very efficient use of space.
Configure what cache to be saved on client side
While caching make the CRM run faster it's also the risk of information leak we have hear. So we need to be able to decide the specific data that we don't want to be saved on client side. It will be perfect if you can make it like a list where we can add the data that we don't want the cache to b...
Basic Features added for URL Button in Email Templates
The URL button on Email Templates should as a bare minimum be a pop up that you can select the words you wish to be the hyperlink, as well as the link itself. This can be similar to how the Ctrl+K function works currently on Internet Explorer. In addition to this, the URLs or hyperlinked text ...
On behalf
On Behalf Access- Is there not a possibility that their can add a tab on CRM where the Analyst can get excess to work on behalf of the RM/CPE. The excess can be limited, for instance if the RM/CPE is not in the office and we need to updated info for them to assist in their daily task.
Click to call (or Tap to call on Mobile App) should capture the call as an Activity automatically
- When the number is dialed from Contact form/anywhere on Dynamics 365 Mobile App using "Click to call" feature, that call should be tracked as an Activity, automatically after/during the call with related details, like duration, direction, and linked to the particular entity-record. - Filled w...
Enable task Synch from App for Outlook to Dynamics 365 for customer engagement
Enable task Synch from App for Outlook to Dynamics 365 for customer engagement. With or without the regarding object
Enable Web resources in app for Outlook
Enable web resources on Forms to render rendered in App for Outlook that require cookie authentication.
Server Side Synch Enable to synch custom fields
We would like to be able to configure and synch custom fields or define additional fields to synch between outlook and dynamics 365 customer engagement and the new outlook app.