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

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Category: General (1830)

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

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 ...

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6 Comments

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Category: General (1830)

STATUS DETAILS
Needs Votes
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 (1830)

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 (1830)

STATUS DETAILS
New
31

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 (1830)

STATUS DETAILS
Needs Votes
30

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 (1830)

STATUS DETAILS
New
30

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 (1830)

STATUS DETAILS
Needs Votes
30

Ability to change auto number date and time settings from UTC to any time zone

With current functionality, the only time zone that can be set for auto number is UTC. However, in actual operation, there are many customers who operate in time zones other than the countries that use UTC. Not being able to set the time zone for customer's business region in auto number will qui...

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0 Comments

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Category: General (1830)

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 (1830)

STATUS DETAILS
Needs Votes
30

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.

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6 Comments

Read more... 6 Comments

Category: General (1830)

STATUS DETAILS
Planned
Ideas Administrator

Under Review