User Profile

[Equals] and [Contains] show different results


The issues happens when using advanced search on Email entity.

Set [To recipients] - [Equals] - [someone's email address].

At this time, even if the email address is correct, results show nothing.

But when setting  [To recipients] - [Contains] - [someone's email ad...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Search for records should have "Recently chosen user history" and "Chosen user history in the past" on each entity's "Search within" and "Filter with".


On each entity, it would be great if searching for records is the condition on "Search with" and "Filter with" below.

・ Recently chosen user history

・ Chosen user history in the past

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Category: Search (1)

STATUS DETAILS
New

Ability to change field shown as title when opening a record on each entity


About field when opening a record.
Customer acknowledges that the content of the entity's primary field is displayed on upper left screen.
For example, in case of [Lead] entity, [Name] field's content is displayed on upper left title when opening a record.
It would be much bette...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Enrich published information of Voice of Customer


Voice of Customer's design should be described in detail.

Using with very little information, it is difficult to have in-house operation rules.

It would be great if published information have detail information, such as uploadable file size is under 100 kb on image entity.

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to remove user who declined appointment from [Required Attendee]


[Appointment] record is created when tracking appointment made on Exchange Online from Dynamics 365 (Online).

Set [Decline] appointment on Exchange Online.

And [Required Attendee] is removed on Exchange Online.

But [Required Attendee] remains on Dynamics 365 (Online).

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to control posting from [Knowledge Article]


Browse [Knowledge Article] on regular entity form, not on interactive experience.

At this time, only posting of activity can be added.

It would be great if posting of activity cannot be added.

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to save and copy value of related entity and create new Template when creating Word Template


When creating Word Template, it would be great to save selected entity on <Entity Option> choosing related entity and saved entity could be used for creating new Template.

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Category: Data Management (2)

STATUS DETAILS
New

Primary entity owner and Record owner of related entity


At present, when changing owner of accounts, it also changes record owner of related entity on default settings.

On [Customize the System], workaround is to change [Type of behavior] to [Configurable Cascading] and set [Cascade None] on [Assign].

It would be great if changing o...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to add filter to [Filter search results according to article type]


Within activity feed of Knowledge Article's field,

it would be great to add certain filter condition to [Filter search results according to article type] in [knowledge base record].

There are only [All draft articles], [All approved articles], and [All published articles] at pr...

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Category: Search (1)

STATUS DETAILS
New

Ability to customize content to display on Dynamics 365 App for Outlook


It would be great to display certain fields on screen of Dynamics 365 App for Outlook, such as activity lists related to records.

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Category: Email Management and Outlook Integration (308)

STATUS DETAILS
Needs Votes
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