Entilement Renewal
The entitlement template could be copied from the old entitelement to the new one. Also we could have like in contracts the origination entitlement within the new entitlement that would show which one was the entitlement that we renewed (ancestor - succesor relationship_
Date Fields: System shouldn't allow us to add any letter in any date field or should throw an error as soon as a letter is entered
Date Fields: System shouldn't allow us to add any letter in any date field or should throw an error as soon as a letter is entered. Currently, system is allowing us to add letters in the date fields (e.g. AB/AB/1991) and it throws validation error after we tab out.
New SSS Failures Dashboard
The idea is to have a new and improved SSS Failures Dashboard which is also fully available in UCI. We would also like to be able to see the email failures for queue mailboxes when the logged in user is the owner of said queue mailboxes. The current SSS failures dashboard uses deprecated data a...
Sending email from queue
We want to send all outgoing emails from a queue with a linked functional mailbox. So when you create a new outgoing email in CRM, the 'From' field should be populated automatically with the queue. Currently, there is a possibility to solve this with a workflow but the timing is not correct. You...
Option to configure one of the Related records tabs to appear by default
My suggestion is that if that is the most common related entity type that a user wants to see, there should be an option to have the "tab" for that associated list view appear to the left of "Related" by default. Currently, if a user wants to see the associated view for a related record type on ...
Dynamic values in the email Signature
The current signature editor doesn't have the provision for adding dynamic values in the signature. However, the teams may require different email signatures with dynamic values to insert ticket ID, case title as reference at the end of the email.
Email Templates scope and application in emails
We created email templates with Case as scope, to make use of the dynamic values of the Case fields. As we explored, the emails, when created from scratch, with Regarding selected, only then we get the Case templates to be utilized. When replying to an existing email thread in a case, when the re...
Standardise font options on emails and KB Articles
The latest wave allows inserting KB Articles into emails. However, not all email font options are available for use in KB Articles. (Most importantly for me right now, Arial is missing) Obviously, I don't want a nicely written email in Arial, and then a KB Article inserted in some other differe...
Show resources column in Service Activity report
Resources exists by default in the Service Activity field. However, the type of this field is Party List, "Searchable" is "No" and it cannot be changed. We want to add and view the resources column in the Service Activity report, but for the above reasons we can't add it to the column. Please ch...
Hide application tile within the Homepage of Dynamics 365
In some scenarios, customers do not have any intention in using the applications (such as Customer Service Hub, for example). We would suggest to deliver a function in which you can Hide the applications so the display can be more friendly to the user.