Activity - Ability to connect more than one Regarding to activity
The Client would like to be able to define both Contact and Account for instance as Regarding. Addin custom attributes is not answering to the need as the need is that the activity is on the activity tab in social wall of both record : Account and Contact
[Added 9.0] Activity - Social Wall/Timeline - Ability to customize the form of task creation in social wall
The form is not customizable and this makes the social wall not productive. Use case: the user wants to create task from Acocunt form by using add task on social wall. The user needs to set for the task custom field which is "task type". The quick creation form available in social wall is not cus...
Activity - Ability to assign activity to "me"
For opportunity, it exist possibility to assign it with two click to "me" while for activity there is no this option. It is requested to align those two behaviours and have this possibility also for activities.
[IMPORTANT] Queue - Automatic cleaning when moving from one queue to another or assigning to user
Required behaviour:
- when the record is moved from one queue to another - the "working on" field should be emptied
- when we change the owner of queue, we clean the field "working on" on the related queue item
Product - Ability to use product lines without price list
Ability to use product lines without price list Very old constraint this, many customers that have done a workaround with a custom Opportunity Product entity in order to get a better user experience, and then using plugins to sync with the built-in Opportunity Product entity so as not to break e...
Activity - The appointment in social work shows end date not start date
The appointment in social work shows end date not start date, this is very confusing
[Added 9.0] Activity - Ability to save draft meetings in CRM Web Client
The issue is: - When you create email in Outlook or CRM, you can create draft email, save it, add attachments and then SEND - When you create appointment then behavior is different if Outlook and CRM: o Outlook: you can create appointment, then you can add attachments and then decide so SEND o...
Activity - Social Wall/Timeline - Ability to see what was read and what was not
Ability in social wall to see what was read and what was not. Especially important for emails.
Added in version 9 UCI - possibility to filter to see those emails which were not red.
[IMPORTANT] Activity - Ability to add as caller custom entity to phone call activity
La Poste has many types of roles which can call them, inditidual Clients are translated in Contacts but for instance Partners are created as custom entity. They would like to register Phone Calls from Partners and they cannot as caller cannot contains object with is custom entity.
CDS - Need for "Current Organisation" if Flow/PowerApp etc runs in context of D365 org
CDS - Need for "Current Organisation" if Flow/PowerApp etc runs in context of D365 org. This is blocking for put in place ALM for Power Apps and Flows