Leave existing case resolutions completed when reactivating a case
When re-activating a resolved case, the most current & already existing case resolution activity updates to cancelled. I'm wondering if that can be changed; because we cannot change the modified on stamp on activities within the timeline the case resolution cancellations cause an inaccurate view ...
Smart Matching to consider Case Number
Currently it is either smart matching or tracking token that can be used to track communication to the corresponding case. While Smart Matching does not work reliably (as customers may forward communication and someone else steps into the dialogue, subject lines being changed and/or old emails...
Attachments in Note section of Timeline to be added to existing Word Template
I need this for the admins who after reviewing the records downloads the word template which contains all information along with the attachment which the user has attached.
Subject and Categories Lists Segregated by Business Unit
I Folks, In Gaming Compliance we have a single Dynamics instance with multiple business units. We'd like to leverage the Subject and Categories lists but it appears that they cannot be segregated by Business Unit. This makes the use of either of these lists unwieldy because you have to sort throu...
Posts need more work to be useful
Currently when queue / automatic record creation creates a case it also posts a note. We also use the note to mention other people & accounts for important items. Problem: - When somebody is mentioned in a post, this doesn't bubble up anywhere. It creates no notification, there's no place to pul...
Any queue should auto refresh
In the legacy interface, when we opened a case from a Queue in separate Tab and change the Owner or close the case, it used Refresh the parent Queue automatically. But since transitioning to the Unified Interface, it is not working and user needs to hit the Refresh button every time
Dynamics 365 Customer service delegation listing
Wish there is an option to easily advanced list and register cases to a delegation department and/or workflow or team member. Not featuring easy delegation registry per case, user may potentially alternative set delegation case or survey policies.
Convert case to opportunity
When a company has both a customer service and sales function - it's not uncommon for customer service agents to receive cases that would be best referred to sales people. The ability to covert a case to an opportunity OOTB would be useful for this scenario.
Email Delimiter for Timeline
When emails are tracked on a case timeline the entire email thread gets imported each time, rather than just the first message of an email. This causes obvious problems when the email thread starts to have many replies. As in each reply to each email gets imported as a new activity on the timel...
Case Hierarchy: Allow to create child cases under other child cases (grandchildren)
When you create a few cases as a child (Case B1,B2,...) of a parent case (Case A), Then you will be able to create other cases and link them as children of one of the Cases B1, B2,... and as a grandchildren of Case A