Display all entitities on one page in Global Search of Unified Interface
Now only three entities are displayed per page. Instead for scrolling to the right like you can in the classic Interface, you need to press a little Arrow button to display the search results for the following three entities. Scrolling is much faster and intuitive that having the press multiple t...
Category: Search (1)
Ability to use security roles in field security profiles
In Dynamics 365 (CRM) security roles and field security profiles live in two seperate worlds. Both Components are great and combined even better! Please give us the ability to use security roles in field security profiles, so that we can base Field permissions on Security roles besides individual...
Category: Security (4)
Open activities on the timeline by clicking on the title and description
In UCI one has to hover over an activity in the timeline in order to find the button to open the activity. This button is very small and one of the serie of five buttons next to each. This is very unpractical and confusing and therefore I notice that a lot of people click on the wrong button. Esp...
Category: Unified Experience: Search, navigation and performance (1121)
We would like to be able to create PowerPoint templates from Dynamics just like Word or Excel. Nowadays PowerPoint templates are more and more used in sales meetings with customers and it would be great if they could be automatically personalized with data from Dynamics :)
Category: Collaboration including Teams and Office 365 Integration (81)
Allow customization of column filter in views
We would love to be able to customize the column filter in views. E.g. When you select Filter By on the Account column in a Customer Asset view, it returns all possible results including Inactive Accounts. We would like to be able to filter on account status or type. Just to be clear, I'm not ta...
Category: Customer Asset (6)
In the classic interface Dynamics remembered what I previously filled in the text boxes. I just had to type one or a few characters and I get a list of suggestions. This helps us to be more efficient. Unfortunately this feature is not available in the new interface. Please add it as soon as possi...
Category: Unified Interface (174)
Change activity status in timeline
In the timeline on cases email that is send and received is stated as "Closed". When working on cases, this is very confusing for our users. The case is open, but everywhere in the timeline is the word "Closed". We'd prefer that status reason (draft, send, received) for emails or at least to be a...
Category: Unified Interface (174)
Remove default value as an option
We can add options as a default value in the inspections template. That's awesome! It's very tempting to use that. However, there is no undo button that removes the option as default value. You can only set it to another value and not remove the default option completely from the question. We've ...
Category: Inspections (39)
Support SharePoint in offline mode
It would be very nice to able to access documents saved in SharePoint for each record in the mobile app in offline mode. Right now this is not supported. I know SharePoint documents is supported in online mode. But we can't afford people not to be able to do work on the ipad without in case of po...
Category: Mobile (72)