Add 'this year' as option in time-frame of interactive dashboard


Since a custom time-frame cannot be saved as the filter for an interactive dashboard, the biggest possible time-frame is 'this quarter'. It would be helpful if 'this year' or 'custom time-frame' is added as an option

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Category: Customer Service Hub (15)

STATUS DETAILS
Needs Votes

Global filter lookup field - set default ( / only view) or allow customizations of the lookup view of an entity


In a lookup definition on a form it is possible to limit the views used in the lookup. Through the hub you can add more filtering on these views in general by not adding them to the hub. However, it is not possible to set the default lookup view used in the global filter of an interactive dashboa...

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Category: Platform (110)

STATUS DETAILS
Needs Votes

Wysiwyg for signatures


It is nearly impossible to add a picture with a href behind it in the default signature entity. The customizations of the signature entity can be massively improved. Dynamic content should be possible as well (eg user name).

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Category: Administration (12)

STATUS DETAILS
Needs Votes

Allow editing of language dropdown for KBA - limit search results


The dropdown of the languages in the search for kba on a case holds all languages. There is no way (at least I did not find any) to customize this dropdown and limit the results. We only work with max 4 languages.

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Category: Knowledge Management (27)

STATUS DETAILS
Under Review

Allow drill-down functionality in custom Chart with Linked entity


When adding a linked entity in the xml of a chart through 'export / import chart functionality' the drill-down function is no longer working. The main usage for charts (for me) is using them to fast filter out a list.

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Category: Platform (110)

STATUS DETAILS
Needs Votes

Start sync contact info again after re-activating a contact


When a contact is deactivated in Dyn365 it is not removed by the SSS, regardless of the filters. There is a suggestion for that already, This is about what happens when you re-activate that contact. If you reactivate it and change the information, it is no longer synchronized. The only way to wor...

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New

Allow convert marketing list to segment


Add a button on marketing lists to convert a marketing list to a segment. Add a button on segments 'from marketing list' to fill a segment based on a marketing list. Add a condition in the filter to add members from a marketing list.

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Category: Segmentation (28)

STATUS DETAILS
Planned

Create a guide for each item of OrgdbSettings


I believe I have a fairly good idea of what each settings does in the orgdbsettings tool, however, a few of them are unclear for me and I cannot find any explanation of them. Creating a guide with examples explaining the options better would be nice.

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1 Comments

Category: General (12)

STATUS DETAILS
Needs Votes

Correlation (track) email through case number in subject


There are a lot of tracking options and one of the common used methods is tracking emails with correlation combined with a tracking token. However, sending a first response email to a customer saying the case number is xyz and the tracking token of the mail is 123 is just confusing everybody. We ...

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Category: Customer Service (34)

STATUS DETAILS
Needs Votes