33

Dropdown with options in views filtering is not possible anymore in Wave2

In Wave 2 release - We are not getting the dropdown list in Views while filtering, but this feature is available in Wave 1, We feel that old feature is good and easy for us to apply filters on views. It would be great if we get the old filters on Wave 2 also. In wave 1 - If we want to set any of...

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1 Comments

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Category: General (1518)

STATUS DETAILS
New
33

Dark Mode

Dark Mode!!! My eyes hurt because of all the white background in Dynamics. A dark mode option would be a life saver.

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3 Comments

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Category: General (1518)

STATUS DETAILS
Needs Votes
33

Function to Merge duplicate records for entities other than accounts, contacts, or leads.

There is already a function of [Merge duplicate records] for accounts, contacts, or leads entity as confirmed on the following MSDN. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/merge-duplicate-records-accounts-contacts-leads However it's not available for o...

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0 Comments

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Category: General (1518)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,
Paramita Chatterjee
PM, Microsoft.

33

Enable Drag & Drop for documents

same functionality like with SharePoint online: drag & drop files to the document list

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0 Comments

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Category: General (1518)

STATUS DETAILS
Under Review
33

CRM- provide a 'Merge' Option on duplicate checker results

A duplicate detection result dialog is shown when a user tries to save a record which already exists in the system. This works fine for new records. However, if there are already two records in the system and one gets changed, the same dialog is shown. This dialog doesn't enable merge from the...

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7 Comments

Read more... 7 Comments

Category: General (1518)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

Thank you for your feedback. We would like to update you that this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-data-management-data-sharing-needs-enhanced-capabilities for Dynamics 365 for Sales for details. 

Sincerely,
Paramita Chatterjee
PM, Microsoft.

32

CRM- provide a 'Merge' Option on duplicate checker results

When CRM finds a potential dublet when saving a record a standard dialog is shown.
On a contact the Full-name and status fields are not shown for the record saved.
This is not good, because the user is not guidet to do the right thing.
Another issue is that the MERGE function is not a...

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7 Comments

Read more... 7 Comments

Category: General (1518)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

Thank you for your feedback. We would like to update you that this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-data-management-data-sharing-needs-enhanced-capabilities for Dynamics 365 for Sales for details. 

Sincerely,
Paramita Chatterjee
PM, Microsoft.

31

Allow System Admins to manage/modify/delete the Personal Views on UI

We recognized that there is no way to manage or modify the Personal Views, My Dashboards or other contents even when you have given the System Administrator privilege of Dynamics 365 Online at present.  It is very inconvenient if the users can not edit them unless they are sharing the con...

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3 Comments

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Category: General (1518)

STATUS DETAILS
Needs Votes
30

Turn off filtering by related records in UCI

In the Classic Interface, Lookup fields have the ability to turn off filtering by related records however in the Unified Interface this option is missing need to provide this option also in UCI so that users can turn off the filtering based on the related record

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3 Comments

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Category: General (1518)

STATUS DETAILS
Needs Votes
30

Track outgoing emails automatically using Dynamics 365 app

Currently, emails sent from CRM don't appear in the sent folder in outlook when using the dynamics 365 app. This was a feature available in the Dynamics 365 add-in for outlook. Please add this feature.

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6 Comments

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Category: General (1518)

STATUS DETAILS
Needs Votes
29

Feature to cancel when exporting a view record

If we export with a very large number of view records, the process will take a long time. However, if we make a mistake in this export, we cannot cancel so we have to wait for a long time. The feature to cancel the export could be implemented, customers would be able to proceed with their busine...

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0 Comments

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Category: General (1518)

STATUS DETAILS
New