65

Ability to enable advance find for entities based on the security role

Currently there is no way to control the security for advance find entities and all users having any read level access can see the enties in advance find. From a solutioning point of view, read level access would be required to be provided for certain roles, but those roles should not be able ...

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10 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
Completed
Ideas Administrator

With modern advanced find, only tables in the app are available to users to explore.
And apps support role-based access.

33

Enable user to customize Omnichannel Security Roles

"Omnichannel Agent" and "Omnichannel Supervisor" security roles are read only. It is not possible to change read privileges for Activities, Queues or other entities. The security roles are configured on organization level, but we need to set read privileges to business unit level. Please enable u...

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3 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
Under Review
19

Instagram Channel

Include Instagram Channel on the list of channels that can be configured.

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0 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
Under Review
16

Removing the option to add security roles with non-root business unit to solution

I'm having some trouble adding security roles to a solution so I can export/import from dev to test/prod environments. The process seems like it should be straight forward (Add Existing > Security > Security Role), but this only seems to work for roles within the root business unit, and any ro...

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0 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
New
10

Improved scope of security role permissions for model-driven apps held by environment creators

Currently, delete permissions for model-driven apps cannot be assigned to those created by individuals, and can only be assigned to all model-driven apps in the environment as "grant permission to delete" or "do not grant permission to delete " only.


Since there is no deletion...

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0 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
Needs Votes
6

More details should be shown in error message

I've met an error message while trying to import solution, "solution import fail Error while importing workflow {d9ac5e0b-7dc5-4aae-92ab-e37e3a8faacb} type BusinessProcessFlow name Documenttemplates: Invalid workflow or workflow does not exist."

 

This error message is jus...

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0 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
New
6

make the assignment of Omnichannel roles via team privilege

Baosed on this doucment, currenlty, customer must assign the roles of Omnichannel to users d...

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0 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
Needs Votes
5

Provide more sample data in Quick Replies

That would be great if product group team provide more sample data under Quick Replies (Under Productivity in Customer Service admin center).


Currently, in new organization, there's no more sample data added in Quick Replies. Need to set it up manually and it takes much time....

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0 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
Needs Votes
4

Adding Child-Business-Unit security roles to a solution

Adding Child-Business-Unit security roles to a solution


I'm having some trouble adding security roles to a solution so I can export/import from dev to test/prod environments. The process seems like it should be straight forward (Add Existing > Security > Security Role), but ...

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0 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
New
4

Amend Omnichannel documentation to warn about downtime

Hello, Please amend the documentation to warn that during an initial Omnichannel setup that the D365 instance might go offline for about 20 minutes. Thanks,

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0 Comments

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Category: Customer Service Admin Center (27)

STATUS DETAILS
Needs Votes