1

Grid Filtering on Lookups

When using the Filtering on a View its not possible to multi-select lookup records with one click the same way it is for Option Sets. Each record needs to be chosen at a time. Could this be changed so the User can select a number of record for the filter without having to choose one at a time?

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
3

Auto-save Notes when leaving a note, similar to previous web client functionality

In the past a user could create a note, type the content and then leave the note and it would auto-save the note without forcing the user to click on the 'Create Note' button. This works well with call centers when they are working with a client on the phone and they are in a hurry. This prevents...

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1 Comments

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
1

Migration of Rules and SLA's that currently

Currently (Q12021) we have a banner warning in the als CRM interface (Advanced Settings) that asks us to migrate -Automatic record creation aand update rules -Service Level Agreements in the legacy web client to the Unified Interface (before October 2012) Please migrate your items to Unified In...

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1 Comments

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
1

Any queue should auto refresh

In the legacy interface, when we opened a case from a Queue in separate Tab and change the Owner or close the case, it used Refresh the parent Queue automatically. But since transitioning to the Unified Interface, it is not working and user needs to hit the Refresh button every time

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
1

Spell Checker is not saving as is after altering the mistaken word

Spell Checker is not saving as is after altering the mistaken word. To explain in detail when you enter a wrong spell and click CTRL + R Click correct word. It won't save a word as modified. PFA in the below link. https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/405960/spell-ch...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
2

Timeline Filter (D365 CE) in personal Setting

Post UCI, Timeline become very untidy on case entity. we have an suggestion to personalise timeline setting. For example, Auto posts sometime push down important notes and activities on timeline. Business users need to apply filter on timeline to hide auto posts to see notes, but filter disappea...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
8

Document Location form is throwing Script Error on load

After we upgraded to Dynamics 365 Online from CRM 2016 On-Premise, when opening the out-of-the-box form the 'Document Location' entity is throwing a Script Error - "One of the scripts for this record has caused an error. For more details, download the log file.", with the consequence that the 'UR...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
1

Plain text display for rich-text enabled multiple lines of text field

Make the display text (displayed value in views) of the rich-text enabled multiple lines of text field as a plain text instead of the html value. Right now, this is what is being displayed in views: "

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1 Comments

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
4

Allow Tab out and auto resolve the lookup like classic web form

In UCI, on lookup field when type the value, it filters lookup and when you tab out, the control moves to the value or lookup icon but does not go to next field on the form unless you mouse click on the value. It would be great to have experience like classic web form, where you can type the pa...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
3

Recent Records in Dynamics 365 CE

After Implementation of UCI the recent record view is moved to the left panel and whenever expanded it leaves very less space on that panel to view other groups and sub areas. Either the recent records view should be moved back on the top navigation like before or we can have auto-close implemen...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes