Option to open Related Items (Associated Record View) in a new Window


Our customer service personnel are often working on Orders where they must go back and forth between an Order and related items. The current experience requires a user to first duplicate the Order tab and then find the Related Item in the Drop Down list and click it. We'd like to have the option ...

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Category: Unified Interface (176)

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Needs Votes

Option to add a Ribbon button to open Related Items (Associated Record View) in a new Window


Our customer service personnel are often working on Orders where they must almost always open a couple different Related Items lists. The current experience requires a user to click Related Items, scan for the name of the Related Item in the Drop Down list and then click it. Ideally, they'd like ...

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Category: Unified Interface (176)

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Detecting and alerting arrival of PEC or S/Mime messages in an incoming support mail queue


You cannot control how customers send email to your support mailbox. When you receive emails encrypted with S/Mime, they do not get tracked into Dynamics. This is a huge problem, because customers get upset when their emails do not get answered. With thousands of incoming emails every day, it is ...

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Category: General (315)

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"Tracked to Dynamics" category is not on message in mailbox even though it is tracked


When an incoming email message arrives in multiple mailboxes that are tracked to the CRM system, the category "Tracked to Dynamics" is added to the message as it is processed. The problem is that it is only added to the message in one of the mailboxes and not the others. It is also inconsistent i...

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Category: General (315)

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I'd like to be able to add a custom parameter to the URL used to open a UCI form that Javascript can use


I think the ability to pass a custom parameter in a URL would be extremely valuable and not hard to implement. It would allow us to avoid having to maintain multiple copies of the same form with the only difference being JavaScript parameters. Presently, adding anything to a UCI URL causes an err...

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Category: Unified Interface (176)

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Option to configure one of the Related records tabs to appear by default


My suggestion is that if that is the most common related entity type that a user wants to see, there should be an option to have the "tab" for that associated list view appear to the left of "Related" by default. Currently, if a user wants to see the associated view for a related record type on ...

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Category: Customer Service Hub (56)

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Needs Votes