User Profile

Editable grids on the client for phone are very had to work with


If you enable a grid for use on the MOCA client you will experience a lot of difficulties changing data in the grid. Especially changing picklist values is virtually impossible. In my case I was working on a iPhone 6S

It is almost as if someone forgot to test this?

Unfortunatly...

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0 Comments

Category: Mobility (0)

STATUS DETAILS
New

Please bring back the "burger" menu


With the newest release of CRM 2016 (Dynamics 365) the "burger" has been removed. While I do appreciate the idea of saving clicks by opening both the main navigation area and the entities in one click it is no longer very visible to the user where to click to start navigating the system.

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
New

Configurable view on the social Pane/Activity wall


It would be really nice if it was possible to configure which fields are shown in the social pane / activity wall. The fields should be configurable pr. activity entity.

A design suggestion could be to just add a system view type "Social pane" in the existing view custimization are...

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0 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

Fix bad user experience in Activity associated view


If the user clicks on the "open Associated view" on the Activity wall the view is filtered in a very different way which often returns zero activites. That is because the assiciated view has the "Filter on" option set to "Next 30 days or earlier". So the user has to switch that option to ...

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

Add images to signature


It does not seem to be possible to add a picture of the company logo or similar to the e-mail signature. I guess that would be something that 95% of the users would expect?

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2 Comments

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2 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

Ability to see restore date and source of sandbox instances


It would be nice if it was possible to see the date on which each specific sandbox instance was restored and from which instance it was restored.

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0 Comments

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0 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
New

When expanding subgrid the selected view in associated view should match


When a user clicks on the "See the records associated with this view" button on a subgrid the view selected on the Associated view should be the same as the view selected on the subgrid.

I is very confusing for the users that the data shown in the subgrid is not necessar...

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0 Comments

Category: ()

STATUS DETAILS
New

Alphabetical sorting of Document Locations


The document locations that are listed in the picklist under documents (related data) is not sorted alphabetically by the name of document locations. It is actually sorted by the order in which the document locations was created. That means that the default document location that is selected auto...

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0 Comments

Category: ()

STATUS DETAILS
New

Queue list view should automatically refresh


Customer Service Agents that use the queue for email correspondence between customer service and the customers quickly get frustrated that they have to manually click refresh to check if there are new emails in the queue. The Queue list view should be able to automatically refresh. Either with a ...

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5 Comments

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5 Comments

Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Increase or remove limitation of 10 active Business Process Flows per entity


Currently it is only possible to have 10 active BPF's per entity. So if you are implementing are slightly advanced Customer Service solution that have more then 10 different types of cases (with different case handling flows) you quickly run into problems. I really don't see any reason why MS cou...

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0 Comments

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0 Comments

Category: Unified Interface (646)

STATUS DETAILS
Needs Votes
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