Automatically follow a Case when pin the Case in Recent set.
Automatically follow a Case when pin the Case in Recent set.
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.
Not making any changes to posts in future
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.
Making restrictions on the case form
Restrictions on the case form to prevent users from replying to emails on the timeline before typifying the case.
To provide configuration that restrict actions in the case based on status reason or case typification.
Thanks for your feedback. This is not on our roadmap. You can perform customization to achieve this scenario.
Regards,
PM, Microsoft
Add buttons on the timeline to create activities
There is a Pluss sign on top of the timeline on the case form. On the left side of it there is a big empty space when you use a large screen. Could you add buttons for each activity, so that users can easily create an activity related to the case?
Just like on the general view of activit...
No item has been planned for this, we do have + sign to create activities
Merge View Configuration
Business requested to add the columns in the merge View. Since Merge View is a managed View we are not able to do any changes. Please make the merge view as configurable.
Thanks for your feedback. This is not on our roadmap. Please keep voting for us to prioritize this.
Regards,
PM, Microsoft
Show Case Resolution attachment in Portal Case Timeline
In our Customer Service processes, most of the time we need to have attachments when we resolve a case. And our agents have asked this functionality. We could customize the Case Resolution table in Dynamics 365 in order to show attachment in the Case timeline. But, unfortunately it is not poss...
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.
Enable Auditing for "Modern" ARC Rules
"Modern" ARC Rules suffer from many many problems associated with their deployment, activation and management - particularly if you have more than a handful in multiple environments.
Please consider enabling them for audit so that users have some chance of figuring out how/whe...
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.
Administrator
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.