User Profile

Ability to add CRM tab on Outlook client


When adding Dynamics 365 App for Outlook,

it would...

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Category: Email Management and Outlook Integration (308)

STATUS DETAILS
Needs Votes

Ability to edit form of [Phone Call entity] because it's uneditable by default


Register a record of [Phone call entity] from Activity record.
Fill in description and save it after [Quick Form] showed up.
Then same content is added to record's subject and description.
It would be much better to edit forms of [Phone Call entity].

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to export reports of keyword search on Knowledge Article


It would be user-friendly to export reports about keyword history and how many times each keyword is searched on Knowledge Article.

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Keyword search on Knowledge Article


It would be great if keyword has multiple meanings on Knowledge Article.
For example
・ Enter "PC" to keyword of Knowledge Article.
・ When searching "Personal Computer" on keyword search, "PC" keyword would be displayed

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Category: Search (1)

STATUS DETAILS
Planned

Ability to filter content displays on [Activity] within Activity feed of Parent Account's record


There's [Parent Account] field on Account's record.

On Activity feed of record which is set as Parent Account,

[POSTS] and [ACTIVITIES] show up including Child Accounts.

Sometimes too many information make users confused.

This behavior is not desirable for all users...

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Declined

Ability to take over [Default open behavior for browser-enabled documents:] settings on SharePoint Online to Dynamics 365 (Online)


Customer sets sync between Dynamics 365 (Online) and SharePoint Online.

On SharePoint Online, set [Open in the client application] to entity name's folder in [Default open behavior for browser-enabled documents:].

But from Dynamics 365 (Online), when opening Word or Excel, it i...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to set legacy form rendering on each user


About legacy form rendering of Dynamics 365 Online,

[Use legacy form rendering] can set [Yes] or [No] for instance unit so far.

But customer would like to switch how to read form on each user.

Thus, it would be much better to set for individuals while leaving scheme of ...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to sync perfectly Mail, Calendar, Tasks between Dynamics 365 (Online) and Outlook Client


Customer sets sync between Dynamics 365 (Online) and Outlook client by using Dynamics 365 App for Outlook

For example, in case of [Tasks]

Registering tasks from Outlook Client doesn't sync to Dynamics 365 (Online).
But registering tasks from Dynamics 365 (Online) syncs to Ou...

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1 Comments

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1 Comments

Category: Email Management and Outlook Integration (308)

STATUS DETAILS
Needs Votes

Enrich type of field


It would be much better to add [Rich Text Format] to type of field.

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to selectively display information of other entity with pulldown menu


Currently, when creating records,
there's no function to selectively display information of other entity.
If there are some pulldown menu,
the display cannot be changed on next pulldown menu depending on what is selected on previous one.
It would be much better to selective...

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Category: Customization and Solutions (2)

STATUS DETAILS
New
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