1

Possibility to attach a Sharepoint file to an Email

Possibility to drag and drop from Sharepoint view in CRM to an Email instead of needing to download the file from Sharepoint and then uploading it to the email.

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Category: Unified Interface (176)

STATUS DETAILS
New
18

Add spell check to rich text editor

Please add spell check to the rich text editor control. I understand it is available as you type, but if you open a record that was previously saved, misspelled words are not underlined. This works in a (plain) multi-line text field without the rich text editor control.

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Category: Unified Interface (176)

STATUS DETAILS
New
2

Relevance Search

Relevance search should consider date fields as well. Currently Relevance search is considering only string fields. Recommendation :- It should Consider Date Fields as well.

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Category: Unified Interface (176)

STATUS DETAILS
New
1

Rich Text Format/Style in Notes

Existing Issue:- - After enabling the Rich Text option for Notes, users are able to perform the modificaiton - The description field looks perfect on screen - Whereas while exporting to Excel, the description field is coming with HTML tags To-B:- - Users are prefered to have the Rich Text to per...

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Category: Unified Interface (176)

STATUS DETAILS
New
5

Regression: 2021 release wave 2: It is no longer possible to open a record in a new tab/window

After applying of 2021 release wave 2 it is no longer possible to open a record in a new tab/window. Please return that feature back. It was very convenient to open records in a new tab/window from a view.

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1 Comments

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Category: Unified Interface (176)

STATUS DETAILS
New
2

Allow Dashboards without a date range filter

We are using dashboards to present incidents to work on to service agents. The incidents should be handled in order of urgency based on SLA - and vi have aggregated the SLA expiry onto the incident record for easy access. When creating the dashboard we have to select a date and time field to filt...

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Category: Unified Interface (176)

STATUS DETAILS
New
5

Accessing Saved Views from Advanced Find should also then add those views in the list of Recent Items list in the left pane

If on Contact I created a personal view, and save it. Then i can query the view from Home page of Contact, or I can open Advanced Find and query the saved view. Regardless of which approach we use, the saved view must show in the Recent Items list. Noticed that this doesnt happen if view is acces...

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Category: Unified Interface (176)

STATUS DETAILS
New
2

Who else has this record open?

When a User loads a record into a main or card form there should be a banner that tells the User who else has the record open. When the User attempts to save a record and it is still open by another User they should be prompted that the record is open and do they still want to save. Thank you, ...

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Category: Unified Interface (176)

STATUS DETAILS
New
6

Ability to have unique App specific error message for each Modeldriven App when Non CRM Users trying to access instead of showing common generic access error message

Problem Summary: We have created multiple Model Driven Apps based on the user needs. Each app is unique and used by different teams. Each app has specific set roles and restricted access. But whenever can non-CRM user is trying to access any App irrespective which app he is trying to access Dyna...

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1 Comments

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Category: Unified Interface (176)

STATUS DETAILS
New
2

View created using "Column Option" doesn't maintain the modified column width

When created a new view using "Column Options" feature in Wave 2 update, the modified width of any column is not maintained Repro Steps : Login to CRM. Navigate to any entity(Account) Click on the "Column Options" button. It will open Edit columns option Add few columns. Click on Apply It will t...

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0 Comments

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Category: Unified Interface (176)

STATUS DETAILS
New