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...
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...
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...
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
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.
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...
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.
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...
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.
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.