3

Enhanced Email - POP Feature for Replying or Forwarding emails

As pert of April ' 20 Wave 1 release , Microsoft has brough in a new feature to compose email in a pop-up, non-blocking window, with the ability to write an email with context of the current record, navigate between records, and have multiple active draft emails open simultaneously. https://docs...

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Category: Customer Service (Routing, SLA) (60)

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3

Allow for "Set Regarding" to apply and track to more than one entity

“Set Regarding” works very well when tracking emails in Dynamics 365 yet can only track to one entity. Our goal would be to allow the use of this feature to track more than 1 case/account/contact/etc... or different entities on a single email. “Set Regarding” as designed looks to have the track...

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Category: Customer Service (Routing, SLA) (60)

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0

Layout of Activities

A client of our has expressed concern for the layout of activities on Cases. For example: - There are multiple scroll bars in use to traverse through the mail chain - There is frequently a message to say that the 'email might contain script...' but there doesn't seem to be any reason why this is...

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Category: Customer Service (Routing, SLA) (60)

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0

In Unified Interface you are not able to Create a new contact from the contact lookup in quick create case

In Unified Interface we are not able to Create a new contact from the contact lookup in quick create case. It will be good to this behavior is same as classic web client.

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Category: Customer Service (Routing, SLA) (60)

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1

Configurable table within a form with more than 4 columns and multiple rows that align properly

I need to add a table in a form that is more than 4 columns and can have multiple rows, like a spreadsheet table where you can input fields into each cell. Currently the form function is so awkward where you can have a 2 column TAB with up to 4 columns within each TAB column. You can then add mul...

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Category: Customer Service (Routing, SLA) (60)

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22

Preview of Attachment Content without downloading

• We have System and Custom Entities, Users will attach documents to these records. • We would like to see the content of the attachment as preview without downloading those documents. • We would like to see record related email attachments in one place.

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Category: Customer Service (Routing, SLA) (60)

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0

Customer want to change design about dashboard displayed using UCI

Now,the dashboard set in “Set as Default” is displayed by default. Customer want to change this design. They hope that Regardless of the setting of “Set as Default”, customers can display the dashboard defined in the sitemap by default.

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Category: Customer Service (Routing, SLA) (60)

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0

Export/transfer Note(Annotation Entity) attachment to Azure SQL using Data Export Service

Need ability to export to Note(Annotation Entity) attachment to Azure SQL using Data Export Service

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Category: Customer Service (Routing, SLA) (60)

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4

Correlation (track) email through case number in subject

There are a lot of tracking options and one of the common used methods is tracking emails with correlation combined with a tracking token. However, sending a first response email to a customer saying the case number is xyz and the tracking token of the mail is 123 is just confusing everybody. We ...

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Category: Customer Service (Routing, SLA) (60)

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0

Tick column not appearing for Dashboard views with nested grids

Tick column not appearing for Dashboard views with nested grids. It is being tedious to select records for Dashboard view-> 'See all records' section. For more information/screenshots : Raised a ticket with MS (119100122001211)

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Category: Customer Service (Routing, SLA) (60)

STATUS DETAILS
Needs Votes