Ability to custom Notes in Timeline control
To enhance user experience, we propose allowing users to configure card forms for Notes in the timeline control, similar to other activities. This feature would enable users to customize the fields displayed on Note cards, improving organization and searchability. By integrating Notes seamless...
Manual Draft Quote Prices Calculation
I have an idea suggestion for improving the quote pricing system. Currently, draft quote prices are being updated automatically when the document is opened. However, when the pricing calculation preference is set to "No," the quote price cannot be calculated anymore. To address this issue, I p...
Enable Bulk Updates for Segment Status Reason
The current design of Dynamics 365 Customer Insights - Journeys restricts users from updating the Status Reason field for segments in bulk. At present, changes to this field are managed automatically by the system and cannot be modified directly by users. Updates must be carried out individual...