Identify case changes
Easily identify what information was updated in the cases since you last visited (why did the status change to information provided?).
Ability to filter timeline by @mentioned user and created by user
Case timeline may contain a lot of back and forth communication and other notes/posts. It would be helpful to be able to filter the timeline by @mentioned user (i.e. show me all notes/posts where I am @mentioned). The ability to filter notes/posts created by a specific user would also help in ...
Not investing on posts at the moment as trying to move away from posts and use notes
ARC: Tracking the Power Automate failures in Activity Monitor report
Currently, in Automatic record creation rules whenever related Power Automate is failed then system is capturing the Current state as "Ready for Power Automate". We want system to capture Reason as "Failure in Power Automate" or "Failed". This will help Developers/Business clients for better trac...
Thank you for your feedback.
We are tracking it and this idea is under review.
Sincerely,
Product Manager,
Microsoft.
Automatically follow a Case when pin the Case in Recent set.
Automatically follow a Case when pin the Case in Recent set.
Thank you for your feedback. Today, it is possible to follow a case by clicking on follow option from the command bar.
Sincerely,
PM, Microsoft.
Comment field at the Assign case dialog box
I would like for it to be possible to add a comment field at the "Assign to Team or User" dialogue. They way it is now you need to send a separate email explaining why you transferred it. Crossing my fingers!
Thank you for your feedback.
We are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Product Manager,
Microsoft.
Subject and Categories Lists Segregated by Business Unit
I Folks, In Gaming Compliance we have a single Dynamics instance with multiple business units. We'd like to leverage the Subject and Categories lists but it appears that they cannot be segregated by Business Unit. This makes the use of either of these lists unwieldy because you have to sort throu...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
PM, Microsoft.
Posts need more work to be useful
Currently when queue / automatic record creation creates a case it also posts a note. We also use the note to mention other people & accounts for important items. Problem: - When somebody is mentioned in a post, this doesn't bubble up anywhere. It creates no notification, there's no place to pul...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
PM, Microsoft.
Checklists/Assessments Functionality (Copy FS Inspections to CSE license)
Add FS Inspections like functionality to Dynamics 365 CSE license (managed app). One of the key components to health and human services case management is the ability to create and manage assessments on patients or clients. These types of assessments are like surveys that users need to build an...
Thank you for your feedback. We are unable to precisely understand the requested idea, request you to elaborate and provide further clarity on the idea.
Sincerely,
PM, Microsoft.
Recent Assignee view on Assign button popup
While assigning a record to the User or Team, I would like to see a view to see the list of recently assigned users(To whom I have assigned previously)
List views to include a Page number entry
When on a list view, the ability to enter a page number rather than just the ability to next/prev/last/first.
Sometimes when the list is long and they are working on say page number 3, they would like to jump to page 3 directly rather than going next next.
Thanks for your valuable feedback. This is not currently on our roadmap. Please vote for this idea for us to consider this in future.
Regards,
PM, Microsoft
Administrator
Thank you for your feedback.
We are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Product Manager,
Microsoft.