2

Sort timeline by importance

Currently notes can be sorted by either Created on or Modified on fields. This falls short of being able to sort by / search by importance. On an account, most notes on the timeline are used to note events that happened. Not all events are just for historical/audit information. When I am reviewin...

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Category: Unified Interface (176)

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Needs Votes
15

allow the user to customize the Activity pull-down

We want to select to show / hide the Due pull-down of the Activity entity and its associated entities (appointments, emails, calls, tasks, etc.) Some customers do not need to be filtered by Due. Please release the feature to allow the user to customize the Activity pull-down so that they can edit...

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Category: Unified Interface (176)

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Needs Votes
3

In old UI, when open the record we have next,previous and close options. Expecting to see next,previous and closes option in UCI as well.

In old UI, when open the record we have next, previous and close options. Expecting to see next ,previous and closes option in UCI as well.

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Category: Unified Interface (176)

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Needs Votes
2

Canban View for cases

Please create a canban view for cases. Same functions like opportunities

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Category: Unified Interface (176)

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Needs Votes
1

Allow Sub-Grids in Quick Views to be Grid-Only (Disable Reflow)

The users of our system do not like when grids change to a card-view due to Reflow kicking in when there isn't enough screen real-estate to use. They'd rather still see the grid and have to scroll to the right if necessary to see more data. This isn't a problem when the sub-grid is on the form as...

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Category: Unified Interface (176)

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Needs Votes
2

Allow Admins to select how lists should appear, for example show System Dashboards before Personal Dashboards in the dropdown.

In the new UI, Personal Dashboards and Personal Views show in the lists before System Dashboards and System Views. This is frustrating to our users, and is not the same as the Web. Navigate to Dashboards, select the drop down to pick a Dashboard, "My Dashboards" show first in the list, with S...

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Category: Unified Interface (176)

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1

Views do not allow Users to filter for Duplicate Records

The current Unified Interface does not allow Users to identify associated information relative to a Record (e.g., a city relative to an Account). Nor is there an option to bring up a Lookup like in the web legacy. So here's the problem: if a User is trying to filter for an "Equals" to an Accoun...

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Category: Unified Interface (176)

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Needs Votes
1

Addition of fields in the view for the navigation of records in UCI

Please do include more fields in the view for the navigation of records in UCI. And also find a flexible way to remove the fields from this view as required and not necessarily primary key ('_name') field is required in the view.

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Category: Unified Interface (176)

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Needs Votes
1

Dynamics 365 Unified Interface - Allow users to move the Contexual Email From on the screen

The Contexual Email Form is opened from the Timeline, but users cannot move the Contextual Email on the screen. It is in the way of finding, copying and pasting information. Allow users to drag the Contextual Email Form to different locations on the screen. Also, when you are drafting the 3 Co...

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Category: Unified Interface (176)

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Needs Votes
1

Display Notes from Advanced Find in Unified Interface

When querying Notes in Advanced Find, opening a result does so in Classic Interface. Since Notes created in UI include HTML formatting, the result in classic displays the HTML code, which is quite messy. It would be very helpful to display these results in the same UI format.

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Category: Unified Interface (176)

STATUS DETAILS
Needs Votes