Comments
I have the same needs for our Company. We have setup some mailboxes for our Customer Service to automatically create a Case for the email and Set Regarding as the Case. The Customer Service user would like to be be able to see the automatically created Case from Outlook so they can update easily as needed.
The Set Regarding is currently out of sync when Regarding is set in Dynamics UI or Flow. The only way a user can get to the Case is by clicking on the Track menu, then View Email, then scroll down to the regarding section and finally click on the Case. There must be an easier way for users to do this.
Without this function all payments wired to the bank are processed as a single transaction on the bank statement. It lead to extra costs for customers.
We do include every week over 250 vendor payments in a payment file. Users do not want to have users manually updated the node from False to True.
This would be a huge help for us, as we have quite a few personal reimbursments and we have quite a few people that put it in their savings accounts, and we get rejection notices from their bank becuase the "Transaction Code" is incorrect. This is a required field per the NACHA File format based on the type of account being deposited to and I don't believe that we should have to alter the file every time to get this correct.
I think only showing one field in the search results of a lookup column in Modern Advanced Find is a big step backwards. We have tables where the column displayed in the search results of a lookup in the Advanced Find criteria has duplicates and the user cannot determine which row to select. In classic Advanced Find, you could select the view and have much more information about each row in order to determine which to select.