Enable Target Rollup for Parent Goals in Goal Management
Currently, in Dynamics 365 Goal Management, parent goals roll up Actual values but do not roll up Target (Money) values. This behavior is the system standard behavior, but it limits reporting and business visibility when organizations need consolidated targets at higher levels...
Auto-clear Quick Search Box After Saving Personal View
Idea Description
Currently, when a user saves a personal view in Dynamics 365 after applying a keyword in the Quick Search box, the keyword remains in the search box even after the view is saved. This behavior is by design to preserve context, but it can cause confusio...
Provide a unified and consistent configuration experience for Date, Time, Language, and Region across Microsoft products
Summary
Users need to configure Time, Date, Region, Time Zone, Language, Date Format, and related settings in multiple different places across Microsoft products such as Dynamics 365, Microsoft 365, Outlook, browser settings, and operating system setti...
Include Attendees Visibility and Notifications for Appointments on Schedule Board
Current behavior (by design):
At the moment, the Schedule Board only displays appointments based on the case owner or the primary resource selected. This behavior is working as designed.
User challenge:
In real operational scenarios, appointm...
Allow Unified Routing to pause/hold case assignment when case status is set to "Pending"
Business Scenario:
In organizations using skill-based routing with Unified Routing in Dynamics 365 Customer Service, there are scenarios where an agent needs to set a case to "Pending" status (e.g., waiting for customer response, waiting for internal approval, or waiting...
Email transcript should include bot/Adaptive Card responses and documentation should explicitly mention current limitations
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DOCUMENTATION IMPROVEMENT
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The current Microsoft Learn documentation page: "Enable transcript for messaging channels" (htt...