38

Implement ability to store bank accounts and mandates for a customer (account or contact)

Currently no bank account nor a (direct debit) mandate can be registrated for a customer (account or contact) in Dynamics 365. When you do sales with your customers (B2C or B2B), most likely a bank account is required. If the customer wants to pay by direct debit, a mandate needs to be registrat...

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2 Comments

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Category: General (157)

STATUS DETAILS
New
21

Configuring security role who is able to change the Username (Domain Name) field in the User form

Since CRM 2011 till version 9 (on-premise), we could not create a Security Role which can change the Username (Domain Name) field in the User form. Only the System Administrator security role can update the Username field of other users. Even if you give all privileges to the Security Role, when...

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2 Comments

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Category: General (157)

STATUS DETAILS
New
20

Search in Timeline

This idea is not specifically related to CS. In general it should be possible to search in timeline. Currently there is only filter option available. Option could be to expand filter with search text box or put text box on top of the timeline.

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0 Comments

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Category: General (157)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We added search for Timeline in our April 2020 release. For more information on Timeline functionality please see https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview.

For our October 2020 release we are adding highlighting of the search matches.

Sincerely,

PM,

Microsoft.

15

Ability to send direct email from Contacts View’s command bar.

There used to be a function to [Send Direct Email] on Contacts View’s ribbon. However, after the recent update, that function is removed from the ribbon and therefore we cannot send direct email from Contacts View anymore. It is inconvenient having to open each individual record and hit ...

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0 Comments

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Category: General (157)

STATUS DETAILS
Under Review
14

Add a function to collectively set multiple appointments registered from Dynamics 365 for Outlook to work with Dynamics 365.

Tracking appointments in Dynamics 365 for Outlook is manual and can only be set one by one. Therefore, it takes time and there are concerns about business impacts such as missing settings. Convenience will be improved if "a function that can set the tracking of appointments in Dynamics 365 for O...

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1 Comments

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Category: General (157)

STATUS DETAILS
New
11

Enable to add or remove entity to set the associated tracking for outlook on the web

Entities that create records from Outlook and set related tracking are displayed as 7 entities such as [Case], [Opportunity], and [Account]. It is useful to be able to add or remove custom entities or other entities.

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1 Comments

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Category: General (157)

STATUS DETAILS
New
9

Allow N:N relationships on all entities incl. activities like phone call

Allow N:N relationships on all entities incl. activities like phone call

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1 Comments

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Category: General (157)

STATUS DETAILS
Needs Votes
9

Edit Resolved Cases

Unless I am missing something, I'm not sure how this isn't a top rated ticket. But resolved cases need to be editable via API and workflows. Every other Entity allows you to edit deactivated Leads, or Opportunities or Custom Entities. For some reason they treated cases differently.

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0 Comments

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Category: General (157)

STATUS DETAILS
Needs Votes
8

Composite Address Formatting Configuration

The Address composite field in Dynamics is formatted based on the value of the country field. This is not configurable and so it can't be customised if the format for any particular country is incorrect. If the address is "England" or "United Kingdom", then the address is format is CORRECT. Th...

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1 Comments

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Category: General (157)

STATUS DETAILS
New
8

[CUMULATIVE FIELD] USE A CALCULATED FIELD WHICH CONTAIN A LINK (lookup.attributename) TO ANOTHER ENTITY

Hello, To follow up on the ticket 120082625003088, I create this idea. In Dynamics, we can use a calculated field in the aggregation of cumulative field. BUT, if in the calculated field you make a reference to a field in another entity, I mean, in the aggregation we put a SUM on productid.curre...

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0 Comments

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Category: General (157)

STATUS DETAILS
Needs Votes