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Hi Joel and Chris, thank you for your feedback. The good news is we have addressed this with Track in the Unified Client. This should have been rolled out to current orgs in the last week. Let me know if you still have any issues!

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Most commands like Documents from {Related] should be able to be serviced as a tab on the main form so that it is always visible.

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  I think Microsoft need to address this a.s.a.p as it has been mentioned in several threads spanning 2+ years. It is not clear as to why they would display modified by / date information - this is confusing to us as when a new user becomes the owner of an entity, all Notes show their name and the current date as opposed too when the entry was actually made.

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It is a common event not only for order entry entities but also for customer fields.

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I think all the main requirements could be fulfilled if CRM implemented the close opportunity form to be a customisable form of the opportunityclose entity, rather than a hard-coded form. This would allow custom fields of the opportunityclose entity to be added to the form, as well as changing labels. A similar approach to other hard-coded dialogs (e.g. incidentclose) would also be a great help

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I think all the main requirements could be fulfilled if CRM implemented the close opportunity form to be a customisable form of the opportunityclose entity, rather than a hard-coded form. This would allow custom fields of the opportunityclose entity to be added to the form, as well as changing labels. A similar approach to other hard-coded dialogs (e.g. incidentclose) would also be a great help

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YES. It's the same for the opportunity products view ("Opportunity product inline edit view"), used of course in the Opportunity form subgrid. And it's especially annoying because it's of course one of the key parts of a CRM and it's often asked to personalise it. The way it is now, even the slightest modification to that view (by saving a copy of it, no other way around) results in both a worse experience for the users and a waste of time. See other report here: https://experience.dynamics.com/ideas/idea/?ideaid=4e0b2e9c-918a-e811-8c6e-0003ff689aeb

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That would be very helpful, because it saves time

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Thank you for your feedback. Currently this is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future. ====================== Prashanth GanapathyRaj PM, Dynamics CRM, Microsoft ======================

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Most commands like Documents from {Related] should be able to be serviced as a tab on the main form so that it is always visible.

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