Bring back alternating color grids and larger titles that were lost in the Wave 2 update
The previous environments in Unify (before the Wave 2 update) had alternate grid line colors and larger titles for easy reading. However, in the new version, these grid lines are missing and the headers look small compared to the older version, making it less user friendly. It would be great if...
Qualify Leads box should allow customers to choose which options they want to include, instead of providing auto-selected options
In the Qualify Leads box, there should be a way to change which entities are selected by default. Currently, there are three options autoselected (Account, Contact, Opportunity), and it would be better if customers could choose which of those options they wanted to appear, instead of having to di...
Change the wording inside Duplicate Detection box
The wording inside the Duplicate Detection box is misleading, and should be changed. The wording currently reads "To create a new record instead, click Continue" when this box appears, but also provides users with options to match existing accounts and contacts right above. This is misleading b...
Bring back the duplicate detection button to the UCI version
The duplicate detection feature was removed in the UCI version, which prevents users from being able to filter through bulk data for duplicates. This feature should be brought back because existing duplicates can no longer be located within datasets.
The ability to alter the fields in the Close Opportunity form is only available in UCI, not in Legacy.
The ability to alter the fields in the Close Opportunity form is only available in UCI, not in Legacy. The product team added in this functionality to UCI in response to strong customer demand, and lots of customers still use the legacy version and need this functionality. The ability to custom...
UCI should allow for OOB buttons for Audit Summary
Audit is moving to the Power Platform Admin Center, so in UCI there is no way for the Audit Summary to be viewed. There should be an OOB way to add the Audit summary to the site map, like other entities can be added, so that specific user groups that require access can be allowed access to work ...
Relevance Search should acknowledge the customizations made in the Quick Find columns as the documentation suggests
The relevant documentation suggests that the fields displayed in Relevance Search results depend on the field order of the Quick Find. However, the way Relevance search works is that the fields with “hit highlights” override the fields with no hit highlights, so users are unable to see each of t...
New Form Template Page UI Should Be Improved
When creating a new Form Template in the Marketing App, the page loads indefinitely until users select a Form Type. This is confusing to the user because the new Page Templates process doesn't work this way, and allows users to edit it without having to choose a type first. I understand that th...
Allow users to bypass mandatory sign-in for Power BI embedded in D365 system dashboard
When Power BI is embedded in a D365 system dashboard, users are required to sign-in each time they want to access reports, and organizations are not able to bypass this sign-in. The sign-in is repetitive and provides a less than ideal user experience for Power BI embedded in CRM, and users shoul...
Improve the formatting of PowerBI Dashboards created in CRM
When we try to create CRM dashboards as a “Power BI Dashboard” in D365, we lose a great deal of the functionality. Page tabs of the reports are no longer there, and there is an extra scroll bar because the report no longer fits on the page. These are user functionalities that are not ideal, and i...