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

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Category: General (1683)

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

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 (1683)

STATUS DETAILS
New
31

The order of the products in the generated Quote Word template is incorrect.

Within the Quote form, I add many Quote Line products, and reorder them, bringing some high up in the order. Then I generate this Quote into an OOTB Word template "Quote summary". However, the order of the Quote Line products in the Word template is not adjusted, but the original order in which I...

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6 Comments

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Category: General (1683)

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 (1683)

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 (1683)

STATUS DETAILS
Needs Votes
30

Reactivate a child product once retired

Once a child product is retired, we can either delete the product(if the product does not have an association) or clone the product, this is a by design feature. The only workaround to reactivate such child product is to make changes in the database, If we could reactivate the child product fr...

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1 Comments

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Category: General (1683)

STATUS DETAILS
Needs Votes
29

Adding sorting Sales Line in Swiss Localization

The idea is to add possibility to sort on Sales Line via button on column in Swiss location, as it is available in other locations.

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1 Comments

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Category: General (1683)

STATUS DETAILS
New
29

Feature to customize the size of the pull-down menu in the MultiSelect option set

Currently, MultiSelect option set pull-down menu can only display "Select All" and four option sets. If we have set 5 or more option sets, we need to scroll the 5th and subsequent options to display them. This scrolling is also inefficient if you have set a lot of option sets, so if you can custo...

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0 Comments

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Category: General (1683)

STATUS DETAILS
New
29

Disable the autosave on editable grid

Having the ability to disable the autosave on editable grid would be a nice addition in the future. During our current build we've found that not being able to disable the autosave feature means that every time we move from a cell in 1 row to another cell in another row the auto save feature enga...

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1 Comments

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Category: General (1683)

STATUS DETAILS
Needs Votes
29

Bulk edit on UCI always use first main form

We have some main form and user can change main form on editing single record but bulk edit on UCI always use first main form, thus user cannot edit fields not on first main form via bulk edit. Customer could use current form via bulk edit on Web client, so please add this feature in UCI.

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0 Comments

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Category: General (1683)

STATUS DETAILS
Needs Votes