Attach Omnichannel conversation transcript to all related cases accessed during a session
In Dynamics 365 Omnichannel, when a CSR agent is handling an active customer conversation, the agent may interact with multiple cases (Service Requests) during the same chat or voice session.
However, the system currently attaches the conversation transcript only...
Enable Multi-File Attachments in Timeline Notes (Drag-and-Drop)
Currently, the modern Timeline control in Dynamics 365 only supports one attachment per Note via the paperclip icon. Dragging files into the note editor embeds images inline instead of attaching them, and the previous drag-and-drop attachment zone is missing. ...
Timeline Highlights to be supported only when posts are enabled
Timeline Highlights to be supported only when posts are enabled. Today highlits are generated only when Activities and Notes are enabled. But not for posts.
Image pasting to be allowed in Posts in Timeline
Image pasting to be allowed in Posts in Timeline. It would be helpful if Product supports this feature.
Rich text editor to be supported for Posts in Timeline
In timeline while creating posts, rich text editor is not supported. It will be helpful if product supports richtext editor in posts in timeline section.
Few user records were modified, and the UI shows that they were modified by real users. However, when we checked the telemetry, we found that those records were actually changed by application users/System.
- The incident involves discrepancies in user record modifications within the Dynamics CRM system. A customer reported that certain user records appeared to have been modified by real users, as indicated in the user interface. However, upon investigation, it was determined that these modifi...
STATUS DETAILSNew
Large email are not fully shown in the timeline
Large emails aren't rendered completely in the timeline, which cause the user interface showing only a part of it.
Please improve the timeline backend so all the emails are rendered correctly for better user experience.
Render larger email in CRM
Large email isn't proper render in the timeline, which cause annoying user interface when working with.
Please determine a way to improve the system so that the large email is also rendered properly.
Drag & Drop attachments on Notes entity
Lots of my customers have expressed an interest in having a drag and drop function to attach files to notes in the timeline.
This functionality is available in the email but not in notes currently.
Introduce collapse/expand for the quick create form "New Portal Comment"
Currently the quick create form "New Portal Comment" is a pop up where it covers the entire case form. As it is difficult to navigate between the two, it will be more helpful, if a collapse/expand button can be introduced.