User Profile

Allow for "New Record" option on Lookups to be Configurable


There are instances in which we want a lookup on a screen/form to be selectable only. Currently, there is always a "New Record" option. We'd like that to be configurable by screen so you're only able to select from existing options. This will help preserve data integrity.

Read more...
0 Comments

Read more...
0 Comments

Category: Unified Interface (644)

STATUS DETAILS
New

Allow Nick Name (Display Name) to be synced from AD to Dynamics 365 user record


Many call center reps do not go by their given name. It would be nice if the Display Name (or Nick Name) in Active Directory could sync to the user record in Dynamics 365 so it could be used in templates and signatures.

Read more...
0 Comments

Read more...
0 Comments

Category: Unified Interface (644)

STATUS DETAILS
New

Allow for DocuSign-related permissions to be assigned at the team level


Today, DocuSign permissions from the DocuSign integration via the AppSource only works at the user level. When assigned to a team, the members of that team do not inherit that level of access. For example, we want our agents to be able to create DocuSign documents via Dynamics 365 Customer S...

Read more...
0 Comments

Read more...
0 Comments

Category: Admin Center (194)

STATUS DETAILS
New