292

Make Multi-Select Option Sets available for Business Rules

Currently, when configuring a Business Rule, a multi-select option set field is not available within the list of fields for a Condition. A practical need is to Show/Hide the field on a form. First Part: The idea would be to allow a Condition using the "Contains" or "Equals" filter. As multiple v...

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30 Comments

Read more... 30 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Needs Votes
267

Set Default View and Remember Selected View in Subgrids and Associated Views

Many of our users are requesting an enhancement to the view selector in subgrid and associated views in Model Driven App experience.

They would like to set their own default view and return to the view which they selected when navigating to a related record from the subgrid or the associ...

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5 Comments

Read more... 5 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Under Review
Ideas Administrator

Hi,

 

Thank you for the submission. The status of this idea has been updated to 'Under Review' as we are triaging this idea with the respective teams.

 

Thanks,

Revathi Sankar

PM, D365 Sales

resankar@microsoft.com

225

Ability for Sub-Grid Activity in Account form to show all related activities

Account is one unique entity that allows all related activities to be rolled up to the Account; however, current sub-grid activity in Account form for CRM 2011 only shows activities that were created in Account (regarding).

It would be great if this feature can be implemented in th...

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13 Comments

Read more... 13 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time due to the following reason: Unified Interface and PCF Controls.

Sincerely,

PM,

Microsoft.

204

Change default from "next 30 days" to "All" for open activity view in accounts and contacts

The default filter for the view "open activities" in the account and contact forms is set to "next 30 days", which is very confusing for our users. I am not able to change the default filter criteria to "All".

It would be very good if the filter for the "open activities" view in the...

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20 Comments

Read more... 20 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Completed
Ideas Administrator
This has been implemented. It is set to all by default and the user has options to change to other values if needed. Hence closing the idea. 
Ref: https://learn.microsoft.com/en-us/dynamics365/sales/manage-activities 

Thanks,
Revathi Sankar
PM, D365 Sales
173

Email editor lacking most features expected and required by customers

With the latest releases of Dynamics CRM Microsoft is focusing on Service and have delivered several improvements on SLA, USD, Social, Experience HUB, etc. This is all great and a multi-channel strategy is exactly what we need to have. However, for many customers the fact remains that a huge s...

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17 Comments

Read more... 17 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Completed
Ideas Administrator

Enhanced email editor capabilities were releases with 2020 Release Wave 1 Contextual email communication - Dynamics 365 Release Plan | Microsoft Docs.

110

Notes in CRM2013 Online changes timestamps when record is reassigned - can this be changed?

Whenever we assign an Account to a different owner in CRM2013 Online, the timestamps for the notes change, to match the time the account was assigned and who assigned the account. Is it possible to change this, so the timestamp only shows, when the note was created? And show who originally cre...

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12 Comments

Read more... 12 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Declined
Ideas Administrator

Creation dates can not be modified.

95

Ability to select a 'Group By' column value by default

Editable grids allow users to select a column value from the view as the 'Group By' value allowing users to group records based on data present within the record. For example, users can Group opportunities by 'Industry' and view all open opportunities grouped meaningfully. If a user selects a G...

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5 Comments

Read more... 5 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Under Review
Ideas Administrator

Based on our recent discussions and estimations by our development team, it has become apparent that we require a bit more time to finalize the exact release wave and timelines for this feature. While we are fully committed to delivering it to you in a timely manner, we want to ensure that our estimations are accurate and ideaspace entry reflects the right status and release wave.

As a result, I am marking this feature as "Under Review" until we can provide you with concrete timelines and we will keep you updated every step of the way.

Thank you for your understanding! If you have any questions or concerns or suggestions to influence the product strategy, please feel free to reach out.

 

 

95

Email Activites being displayed in wrong order

Within a case, there is the Notes/Activities/Post grid. This displays email activities in Modified date order. We have noticed that if you open an existing email, for example which was created and last modified several days in the past, and action a reply or forward, then the modified date of ...

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6 Comments

Read more... 6 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

We are considering adding the ability to change the default sort order on the activity wall. This will allow you to use either created on or actual end date field (which has sent/recieved date value) to sort the activities. 

 

Sincerely,

Dileep Singh

PM, Microsoft 

85

D365 Email Template Editor to match the UCI email editor

That the standard email template editor get an 'overdue update' so that it can keep up with the UCI email editing capability. For the sake of brand consistency and sending professional, unified email messages -templates can be heavily relied upon in communication. Having the ability to edit in a...

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13 Comments

Read more... 13 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Completed
Ideas Administrator
Thank you very much for the suggestion. The new email template editor was released recently and it includes the capability to include hyperlinks seamlessly. For further read, please refer to:
https://docs.microsoft.com/en-us/dynamics365/marketing/email-design

Thanks,
Revathi Sankar
PM, D365 Sales
79

Enhance the E-mail editor

The CRM E-mail editor is very weak. Doesn't support properly the HTML e-mail. The format of the e-mail always changes and gives a bad end result.

The signature doesn't look professional.

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13 Comments

Read more... 13 Comments

Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

We are actively considering this as part of our roadmap.

 

Sincerely,

Dileep Singh

PM, Microsoft