1

Option to open Related Items (Associated Record View) in a new Window

Our customer service personnel are often working on Orders where they must go back and forth between an Order and related items. The current experience requires a user to first duplicate the Order tab and then find the Related Item in the Drop Down list and click it. We'd like to have the option ...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
5

Change activity status in timeline

In the timeline on cases email that is send and received is stated as "Closed". When working on cases, this is very confusing for our users. The case is open, but everywhere in the timeline is the word "Closed". We'd prefer that status reason (draft, send, received) for emails or at least to be a...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
6

Autofill textboxes

In the classic interface Dynamics remembered what I previously filled in the text boxes. I just had to type one or a few characters and I get a list of suggestions. This helps us to be more efficient. Unfortunately this feature is not available in the new interface. Please add it as soon as possi...

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1 Comments

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
1

Create Default Filter for Timeline

Create a default filter for timeline so that for example a system administrator can set the overall default filter to being notes but then users themselves can expand the filter to also include posts/activities. This way users can get the information that is most pertinent to their role but also ...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
2

Business Process Flow allow renaming "Execute" button

As shown here https://docs.microsoft.com/en-us/business-applications-release-notes/april18/microsoft-flow/add-action-business-process-flow we can add action steps to Business Process Flows, which give us a button for the user to click to begin the workflow/action. My suggestion is to allow confi...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
1

Bulk edit in different forms

Classic view: - When user bulk edits many records, the bulk edit form would be the most recent form that user opened Unified View: - When user bulk edits many records, the bulk edit form only shows the default. - This is an issue because we have the ability to give form access based on securit...

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
1

Add Search Bar to Top of the Window

The Unified Interface remove the universal search bar at the top. It's only one extra click but it's inconvenient to have to click on the search button now, wait to be brought to the search page, then select the type of search you want to do. There's lots of space for it since the breadcrumbs hav...

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Category: Unified Interface (179)

STATUS DETAILS
Completed
1

Change to D365 Outlook App Menu

There has been a recent change to the D365 Outlook App where the Menu is hidden behind the ellipses menu and then an Insert Menu and then add a template. Our users are having a difficult time finding the items. Can you please move it back to where it was before?

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
1

"Add to Queue" button in email activity timeline disapears (wave 2)

Since a couple of weeks ago, this button has been removed from the timeline actions available for emails, it is still remaining for other activity types. It would be great to have the option to customizable the available buttons by activity type on the timeline.

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes
1

Dynamics Default App

Let users set their default Dynamics 365 app. The feature was available for a long time.

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1 Comments

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Category: Unified Interface (179)

STATUS DETAILS
Needs Votes