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Microsoft Dynamics 365
Very useful idea. Application should however pickup sender based on User.
Waiting for this feature, it will be a huge time saver.
This is a very useful suggestion. System indicator will only help if you are in the same browser tab. Web version of BC, doesn't show company reference on browser tab. We have many =companies many staff work on multiple companies at once.
It is a chore to find out which company is opened in which browser Tab.
I have now published the full guidance how to achieve what you are looking for: https://erconsult.eu/blog/project-budget-shadow-forecasts/
Great idea, thanks for sharing!
I am glad you called this feature out. It would add a lot of value to customer experience talk track.
I know this feature has been requested in the past by other partners and customers as well. It would be helpful if we can consider this as there is a strong use case for this feature, especially for our partners/customers only recently migrating from 2012 who had this capability.
I have access to the pre-release for testing purposes. Really good functionality that works well. Also has a table in Dataverse for reporting on reminders as well.
I prefer the data remains in Dataverse (Common Data Services) even if the survey itself is deleted in Customer Voice. Customer Voice I believe has a limitation of 200 surveys. For my business, I'm forecasting to hit this 200 limit in about 12 months time and will still need access to the data for surveys older than this. If survey data needs to be deleted within Dataverse then there should be a facility to initiate it's deletion. There should be a flag in Dataverse to show whether the survey has been deleted, or not, within Customer Voice.
This is an obvious business need as more businesses use distributed warehouses and want to trace the increased costs at the remote locations. We currently solve this with customizations but customers agree this is an obvious omission in the system.