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.
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....
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
Timeline filtrations based on the From field.
In Timeline, can we have filter based on the Sender of the mail.
There also lots of conversations going on in timeline and want to filter the based on the From.
Improve OptionSet wrapper
Two Problems while using OptionSet wrapper:
1.
Its no longer possibe to navigate to the specific mandatory field based on the warning message showing in the upper area of the form.
2.
Its no longer visible where to fill in the value (--...
Merge View Configuration
Business requested to add the columns in the merge View. Since Merge View is a managed View we are not able to do any changes. Please make the merge view as configurable.
Being able to see who is on the ticket from the List View
We migrated a client from Zendesk to D365 and we have 300 users on the system. The agents used to have a feature in the Zendesk which allowed them to see who is on the ticket even before they assign the ticket and this feature is available on the List of the tickets and also the when they open...
Favorites in Lookup Records
When user use Lookup Record panel, he should be able to mark searched records as favorite to have quick access to most recently used record.