5

Ability to create a new letter from the timeline in the UCI

When the letter entity is set to be shown on the timeline and a quick create form is available for the letter entity, it's not possible to trigger a new letter from the timeline in the UCI. Feedback from MS on this: for the quick creation of Letters through the Timeline button, there is a featur...

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0 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Needs Votes
0

Within the case management app, the "Save and Close" function does not close the tab of the new page it opens like it did in the previous versions of CRM.

When users are working cases in Legacy, they are able to open a case in a new window, work the case, and then press their "Save and Close" button to save the record and close the window. When working cases in UCI, users can open a case in a new window, work the case, but now have to use "Shift+C...

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0 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Needs Votes
4

Multiline text field on Quick View form in Unified Interface not expanding

The multiline text field does not expand more than two lines on Quick View form, this is working as expected in the legacy web forms.

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0 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Needs Votes
11

'Manage Roles' button missing on Unified Interface

We would like to see the Manage Roles button on the User records on the Unified Interface. Security Roles should be be able to be edited /updated from the model-driven app within Dynamics 365, not from PowerApps or the Unified Interface as is the case now. System admins should be able to manage r...

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1 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Needs Votes
8

Function to hide the record of [Sales Material] entity

[Business materials] entity records include information on business partners, etc., so it is necessary to hide them in some situations. Deletion is inefficient because it may be necessary to see them again for business purposes. The [deactivate / activate] button is required on the command bar to...

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0 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Needs Votes
26

Ability to change the width of field labels placed on forms in Unified Interface (UCI)

In an environment where [Field Label Position] is set to [Side] in the Unified Interface (UCI), customization of [Selection Properties]-[Field Label Width] is not reflected. Since this is not desirable for all users, adjusting the width of UCI field labels is business-appropriate.

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2 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Needs Votes
0

Contact and User UCI icons are inconsistent

When viewing an Email in the UCI, there are icons/logos next to record names. I assume this is intended to help agents quickly identify the type of record the displayed in the sender/recipient fields of an email. However, the icon displayed for Users in an email field is also the same exact ico...

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0 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Needs Votes
3

Function to display a list of settings after clicking [Advanced Settings] in UCI

Previously, when clicking [Advanced Settings] in UCI, a list of setting items was displayed, but now [PowerPlatfom] is displayed Changes in specifications are confusing to users and want to use as before

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0 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Needs Votes
20

Expand all - in the Timeline

We want to have a "Expand all" Option in the Timeline - which expands all Notes, Activities visible on the Screen. With this Option we would also be able to use the Browser Search within the Timeline. I think this Option was already the in previouse Versions

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6 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Completed
11

Increase the number and return icons for recently viewed items

In legacy web client the recent icon in the header bar returns a global list of recently viewed records in both Recent Views (total of 10) and Recent Records (total of 40). Each record has an identifying icon, e.g. Contact, Email, Case etc, next to it. This has been very useful feature and one ...

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0 Comments

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Category: Unified Interface (180)

STATUS DETAILS
Needs Votes