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...

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Category: General (1074)

STATUS DETAILS
Needs Votes

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...

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Category: Lead Management (57)

STATUS DETAILS
Needs Votes

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...

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Category: General (1074)

STATUS DETAILS
Needs Votes

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.

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Category: Unified Experience: Search, navigation and performance (1065)

STATUS DETAILS
Needs Votes

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...

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Category: Lead Management (57)

STATUS DETAILS
Needs Votes

Within the case management app, the "Save and Close" function does not close the tab of the new page it opens like it did in the previous versions of CRM.


When users are working cases in Legacy, they are able to open a case in a new window, work the case, and then press their "Save and Close" button to save the record and close the window. When working cases in UCI, users can open a case in a new window, work the case, but now have to use "Shift+C...

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Category: Unified Interface (153)

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Needs Votes

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 ...

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Category: Unified Experience: Search, navigation and performance (1065)

STATUS DETAILS
Needs Votes

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...

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Category: Unified Experience: Search, navigation and performance (1065)

STATUS DETAILS
Needs Votes

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...

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Category: Setup and Administration (175)

STATUS DETAILS
Needs Votes

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...

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Category: Reporting and Dashboards (32)

STATUS DETAILS
Needs Votes