In many circumstances, an implementation might not want to see certain Activity Types including Custom Activities displayed in the Activity Menu. It would be nice if this setting was editable after the initial creation of the entity. As an alternative, security role privileges could also be added for each Activity entity including Custom Activities.
Setting of non-display "Today" on activities history of records when changing the record owner to a team
1. Open a record on [Cases] entity, and register activities on activity feed.
2. Change the record owner to a team, and save it next day.
3. Open the record again, and date displays [Today] on every activities.
It would be great if activities history of records doesn't display [Today].
We would like to make specific types of activities, such as fax or letter, not available. Right now in security roles you change the settings only for all Activities. If we take away read or create privileges the user cannot read or create any type of activity.
If these were broken out individually, it would help us to manage our Activities properly. We don't want options available that we do not want our users to use. It would less confusing and cleaner.
There are activated [Task] and expired [Task] in activities tab of activity feed.
By default, you can change Hidden/Show manually.
It would be very useful to show [activated Task] and hide [expired Task] automatically by setting filtering condition.
Ability to control of not sending e-mail to email address registered on "Required" field when creating Appointment record
Create records on Appointment entity in Dynamics 365 (Online).
Appointment notification is sent to contact’s email address registered on "Required" field after saving Appointment records.
This is not all users want.
It would be user-friendly and more secure if it is capable of choosing whether or not to send email to the record’s address registered on "Required" field.
Normally, schedule deleting in Outlook sync with Dynamics 365.
However, in the below scenario, deletion doesn't sync with Dynamics 365.
Step 1. Delete schedule in Outlook
Step 2. Click [Synchronize with Dynamics 365] bottom before auto sync with dynamics 365
When this happen, we need to delete the [schedule] manually in Dynamics 365 for each.
It would be much better to be synchronized in this sceario.
If "Show Knowledge Base Search Control" is enabled on entity, it cannot be updated via dialog or workflow
When "Show Knowledge Base Search Control" is enabled on Activity Feed, the user is getting an error.
The workaround is to disable the checkbox first, and create a workflow or a dialog.
Then, you will need to enable the checkbox again. It would be great that even if the entity is enabled for KB search control, the workflow and the dialog can update the record.
By default in CRM 2011, we now have the option to create new custom activities, which is a great improvement.
However, a specific security role handles all activities (standard & custom) at once. We cannot give a different visibility for a specific Activity.
This limitation is sometimes very painful, especially with this new Version of MS CRM and the flexibility that comes with it.
It would be great in one of the next releases to have a single line for each custom activity in a security role (the same as for pure custom entities).
I noticed that if you open an Account Record and select from the ribbon, Add --> Phone Call, a Phone Call activity is created with the Recipient and Phone Number filled in.
If you are looking at an Account View (eg: Active Accounts), and you click on an Account, then from the ribbon select the same steps (Add --> Phone Call) the Recipient is filled in, but no Phone Number.
If you open an Account Record, click on the Activities item in the left-nav, then click on the "Add New Activity --> Phone Call" item on the Activity ribbon tab, the Recipient is filled in, but no Phone Number.
Notes can currently only be viewed in context of a parent record or via advanced find. While you can create new views for notes and Excel templates for notes, there is no UI to get to them. Many users view notes as another type of activity, and like with activities, want to use them for monitoring user adoption and client interaction. Please remove the restriction against adding notes entity to the sitemap and dashboards.