Create a new System View specifically for the D365 App for Outlook


Hi I recently learned through an MS Support Case that the D365 App for Outlook uses the 'Case Lookup View' when searching for cases to track an email against. This OOB 'Case Lookup View' excludes child cases. We've found that we needed to modify that Case Lookup View to include child cases, ...

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Category: Email Management and Outlook Integration (181)

STATUS DETAILS
Needs Votes

Alt Codes - disable alt key shortcuts


The email editor in the hub appears to have some shortcuts that are tied to the Alt key. However, many special characters are also linked to the Alt key. It would be great if we could disable the alt key shortcuts, so that we can use the standard alt codes for special characters. For example, ...

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Category: Customer Service Hub (32)

STATUS DETAILS
Needs Votes

Increase Max Character Limit for Contact Name


When an Email is tracked to CRM, auto-contact creation fails if the Display Name of the sender's email is longer than 50 Characters. We have found that when working with US Government departments, i.e. NASA and military groups, the sender's display name will often include their department, engin...

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Category: General (173)

STATUS DETAILS
Needs Votes

Print Preview missing in UCI Hub


Print functionality for Email and other Records in the UCI is missing. This a business-critical function that we would like to see added before the legacy UI is deprecated.

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8 Comments

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8 Comments

Category: Unified Interface (131)

STATUS DETAILS
Needs Votes

Contact and User UCI icons are inconsistent


When viewing an Email in the UCI, there are icons/logos next to record names. I assume this is intended to help agents quickly identify the type of record the displayed in the sender/recipient fields of an email. However, the icon displayed for Users in an email field is also the same exact ico...

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Category: Unified Interface (131)

STATUS DETAILS
Needs Votes

Customize the columns on the Duplicate Records Detected view


When a new record is created that meets the conditions of a Duplicate Detection Rule, the popup warning message seen by the user does not display very many columns or much useful information. The ability to customize this view by adding more columns and having the ability to configure the sort ...

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4 Comments

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4 Comments

Category: Unified Experience: Search, navigation and performance (1030)

STATUS DETAILS
Planned

Export to Excel Dynamic Worksheet does not work without the deprecated Outlook app


Hi We have discovered that the functionality to refresh data from CRM on Dynamic Worksheets and Dynamic Pivot tables does not work with the new Outlook plugin. MS Support has informed me that the deprecated Outlook app is required for this, but that deprecated app is no longer available for dow...

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Category: General (992)

STATUS DETAILS
New

'Create PDF' function for Case entity


In D365 sales, word templates can be used to to export PDFs instead of exporting Word Documents, by clicking the 'Create PDF' or 'Email as PDF' buttons in the command bar on Sales records. Expanding this functionality to Service Records, such as Cases, would be very useful for a wide range of ...

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Category: Customer Service (Routing, SLA) (60)

STATUS DETAILS
Needs Votes

UCI unable to view User Mailbox records


User Mailbox records are not visible/viewable/accessible from within the UCI environment. For instance, I have a grid on my dashboard to show all User mailboxes that meet certain criteria, i.e. not successfully connected to a mail server profile. This Grid is visible on my dashboard in the clas...

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Category: Unified Experience: Search, navigation and performance (1030)

STATUS DETAILS
New

Allow Notes to contain multiple attachments


Now that emails allow for multiple attachments to be uploaded at once, it would be great if this feature was expanded to the Note entity as well.

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Category: General (173)

STATUS DETAILS
New