Export to PDF
It would be very helpful, when there is a possibility to export a PDF file from the entity service case.
Add buttons on the timeline to create activities
There is a Pluss sign on top of the timeline on the case form. On the left side of it there is a big empty space when you use a large screen. Could you add buttons for each activity, so that users can easily create an activity related to the case?
Just like on the general view of activit...
Allow Kanban board for cases
Currently Kanban boards are not allowed for cases. Please consider making them available, our users would love that and we believe that this can make case handling easier and more modern and state of the art.
Allow attachments to postcomments
Having attachments on posts is a great improvement. Please also implement this for postcomments, so that users who would like to return an attachment don't have to open a new post.This would save time and keep the timeline communication clean.
Modified on + Modified by fields to also consider changes in the timeline
Our users would find it very useful to have the fields Modified on and Modified by also consider changes in the timeline. We work a lot with views and dashboards and having the two fields consider all possible timeline entries as well, would be considered a real time winner. We could then i.e....
Case convert to Knowledge article popup
Please enable the option to customize the "Convert Case to Knowledge Article" popup in Dynamics CRM Customer Service. This feature is essential and requested by users.
Audit Log Tagging Cases for exclusion
As a council we have to retain case information related to complaints and these could last a long time (years). Part of the complaint case information that might be presented to an ombudsman includes audit log entries related to who has accessed, when and why, chnages made etc. When deleting l...
Recent Assignee view on Assign button popup
While assigning a record to the User or Team, I would like to see a view to see the list of recently assigned users(To whom I have assigned previously)
Realtime workflow process - can be triggered by Team not just user/Organisation.
When you assign a case to user and user assign that case to a Team, it should trigger the flow (in my case on assignment i am sending mail to user,) in asynchronous mode the i can be able to assign the case to the Team, but not in Realtime workflow flow.
It would be great it c...
Need to see Description in the View without Html Tags- content of the body of the Email
Need to see Description in the View without Html Tags-
content of the body of the Email.
Since its has html tags because of the rich text, we need plain text format in the view