Eliminate HTML code from Notes exports while Rich Text is enabled in Timelines


When exporting Notes with Rich Text on, HTML code displays in the description field. Control find & replace can be used but it's a cumbersome workaround that still leaves an excel file in a less than desired state. Ideally exports would not show this code. Rich Text can be disabled, and notes ent...

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Category: Reporting and Dashboards (59)

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Needs Votes

Enable ability to change modified on/by stamps on Timeline records to created on/by


Currently when viewing a Timeline record, note or activity, the only option is to see the modified on/by time stamps. It seems intuitive this should be able to be changed to the created counterparts. With other processes within CRM, for example reactivating a case cancelling a previous Case Resol...

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Category: Account, Contact, Calendar and Activity Management (589)

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Needs Votes

Leave existing case resolutions completed when reactivating a case


When re-activating a resolved case, the most current & already existing case resolution activity updates to cancelled. I'm wondering if that can be changed; because we cannot change the modified on stamp on activities within the timeline the case resolution cancellations cause an inaccurate view ...

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Category: Customer Service (Case Management / Queues) (87)

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Needs Votes

@ mention alerts


With the 2021 Wave 1 release one timeline "feature" was the @ mention functionality giving users to tag another user in notes using the @ symbol. This does work, after reaching out to a support engineer, however there is no way to notify an @ mentioned user. The @ mentions cannot be referenced in...

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Category: Unified Experience: Search, navigation and performance (1142)

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Needs Votes

Pin apps within app launcher


When using Dynamics365, and clicking on the upper left hand corner ellipsis (square of 9 dots), users should be able to pin and unpin apps to/from the upper "Apps" area. There are currently 14 apps in this space that cannot be changed, and it would be helpful to be able to pin multiple power apps...

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Category: Unified Interface (177)

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New