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...
Add Email Engagement features to bulk emails sent via "Send Direct Email" and quick campaigns
Please add the ability to enable follow controls to bulk email sends via "Send Direct Email" and quick campaigns. When sending a single email you can use the Email Engagement functionality of creating and sending a followed email message where "reply rate", "open rate", and "email count" can be ...
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.
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...
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...
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.
I want to see the actual usage of my developer environment
Currently, there is no way to check the actual usage in the developer environment, so we would like to improve the function so that it can be checked.
Also, if the usage is close to the capacity limit, I would like to receive a notification when it is exceeded.
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...
CRM | Cant add a lookup field on Address entity
The customer uses a separate entity called 'Country' to store an ISO standard list of Country names and codes. A lookup to this 'Country' entity has been added to the 'Lead', 'Account', & 'Contact' entities, but lookup fields are not available for the 'Address' (More Addresses) entity.
Under Review
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...
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...
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.