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 (181)

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Needs Votes
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 (181)

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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 (181)

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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 (181)

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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 (181)

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Needs Votes
3

Expand Recent records list

Allow for more than 10 records to be shown in the recent records list. This does not apply to Customer Services only but the unified interface generally. Ideally it would be possible to customise this to set the number of records also.

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Category: Unified Interface (181)

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Needs Votes
3

Automatically add a lists of e-mails in the CC when a message is sent

I would like to be able to define a list of email addresses per ticket that gets automatically added to the CC of all emails sent by the customers or support service.

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Category: Unified Interface (181)

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Needs Votes
5

On the view – have possibility to go to last page and see total number of records

This is especially important when we have more than 250 records which is very usually the case.

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Category: Unified Interface (181)

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Needs Votes
1

Extra click to sort items in column in view

In Web Client it was possible to click on the arrow next to the column name to sort items. In UCI we need to expand the arrow and then chose sort. This is adding extra click for users.

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Category: Unified Interface (181)

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Needs Votes
1

Drill down on charts

As quick win: Replace the "Expand chart" button with "View records" button which will allow to spare one click when going to records. In longer term possibility to click on one of columns and drill down to list of records. This is general comment to all places in D365 where charts are displayed

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Category: Unified Interface (181)

STATUS DETAILS
Needs Votes