Do not automatically track an email when creating a new contact from the email itself
In Outlook, when I am reading an email, if the Dynamics 365 for Outlook does not recognize a contact, I can create that contact with the + sign. If I create the contact using that + sing, the email its automatically tracked against that contact. This is very disturbing and frustrating. Creating ...
One Note Integrtion for all entities
One Note Integration would be Key for user adpotion, if you can take notes in OneNote and create CRM records using this information directly into the CRM. Being a Microsoft tool, it should be integrated.
Pipeline fields should be only shown as in the previous UCI
New UCI is a HUGE improvement, so congratulations. However, I think one thing was better in the old UCI. I said this base on my experiencie in my company of more than 400 users, using the new UCI for a while now. Before, in the opportunities records, for every stage of the pipeline, you could i...
Change PIPLINE red color
In the new UCI, the color of the PIPELINE is RED. From a user point of view, the RED color means Warning or that Something is Wrong. The color of the PIPELINE should not be RED. Any other color would have beem more appropiate. Even futher, it would be nice to be able to change it to any color t...
Copy a contact from the CRM to the Outlook Contact list
Hi, At the minute, with Dynamics 365 for Outlook, you can see the list of your contacts in outlook and also you have the option to see all contacts in the CRM. However it is not posible to select a contact in the CRM and "download it" to your Outlook contact list. This would be a huge improvem...
Rich Text Formatting
Rich Text Formatting should be available for LONG TEXT fields. It is very common to have a field for Discussion Notes, or Despcription or any other Long Text which the user would like to format with Bold, bullet points, indexing, etc. It is a big roadblock for user adoption, so please, would you...
Background Color - change
Hi, Trying to be constructive, the main issue about Dynamics is the look&feel. There is a huge gap between Dynamics and Salesforce in this area. And it is KEY in user adoption. Something as simple as having the background color slightly different in the forms would be a huge advance. Take this ...
Data Duplication - Suggest existing records in data entry
Data duplication is a nightmare for all CRM. It would be great that when a user is creating a new record, the system suggest him like in a side bar tab/menu/section similar records by name. This feature is mega easy to implement and would prevent a lot of data duplication.