Filter Customer Interactions Timeline
When you add Customer interactions to contact´s timeline by using Custom Connector
You´ll receive ALL interactions from the contact e.g. when he receives an email, opens it etc. Users who have the READ privilege to see these records will have a timeline which is by far too cl...
Email Address Selection and Behaviour change for Account Entities
We have encountered issues with multiple records having the same email address on the account entity.
As per this FAQ: https://learn.microsoft.com/en-us/dynamics365/outlook-app/user/faq-email-tracking#5-multiple-row-types-exist-in-dynamics-365-with-the-same-email-addresses
...Add a way to export/report Dynamics 365 audit data
please add a way to export audit summary data and report on it. either excel or power bi connector. right now we have to click into each audit record to find a specific deletion
More freedom to select icons
I'd like for more icons to be made available to specify activities
Logic App trigger
Ability to have a logic app trigger when export process succeeds
Activity Creation - Filter the Selected Entity to Specific Rows
The issue is when you have one table as a data source containing multiple activity types. As of right now I am forced to split that one table into various tables, one for each activity type. This is required because when creating an activity within CI I can only select an entity and not filter...
Select which activities to run
It would be a nice feature to select which activities to refresh instead of having to run them at all the same time
Activity Timestamp shown in Local Time instead of UTC
Currently all timestamps in the UX timeline (both CI and through the CE timeline component) are shown in UTC.
It would be useful if these timestamps were shown in local time. Country/Region is already set under System.
View activity details from Timeline section in B2B scenario
The Timeline section, makes the created activities available there. Each activity definition comes from an Entity that has more detailed information. In B2B scenario, It would be very useful to access from the Timeline section and be able to obtain a list with more details for each activity. ...
To include (into "Activity Timeline" B2B) not only account activity, but also activities for contacts associated with that account.
B2B (primary target audience) The ability to relate "contacts" to the unified customer profile for the account (B2B) where the contacts belongs to, was recently added. It would be essential to be able to add to the customer's "activity timeline", not only activities defined at the account level...