User Profile

Ability to Pin view for Activities


When navigating to a form from a view there is arrow that allows you to pin the view in the left navigation. This is not available for any of the Activity views. Because you cannot close out of a form and go directly back to a view this forces you to have to re-select the view from the navigati...

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Needs Votes

Access Control for Email Templates


We need to be able to control which organization Email Templates are available to users. Ideally based on Business Unit/Teams. We have cases were we have similar email templates but different verbiage based on the business unit, we control this by our naming convention, but would be ideal if we...

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Category: General (1829)

STATUS DETAILS
Needs Votes

Filter Related Records on Business Process Flow Field


Allow Business process fields to be filtered using the related records features of the field. Currently a field on the Business Process Flow will show all values, whereas on the form it applies the logic to only display the related records.

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Needs Votes

Sync Dynamics CRM User with AD Reporting Structure


The Manager field on CRM User should be populated based on the AD Reporting Structure.

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Category: Admin Settings for Sales (98)

STATUS DETAILS
Needs Votes

Sync Dynamics User with AD Reporting Structure


Sync the Manager field on CRM with AD Reporting Structure. Currently the Manager field on a CRM User must be manually entered. This is already maintained in the AD Reporting Structure and should sync with CRM.

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Category: Admin Settings for Sales (98)

STATUS DETAILS
Needs Votes

Pin Important Notes within Timeline


Provide the ability to 'pin' important notes to top of timeline for each Contact/Opportunity. Often sales team take notes they want to refer to in future conversations - if these can be pinned to top of timeline that would be helpful during conversations.

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1 Comments

Category: Account, Contact, Calendar and Activity Management (708)

STATUS DETAILS
Planned

Dynamics 365 Sandbox Test Accounts


Provide ability to create Test accounts that are connected only to Sandbox environments but do not require a license/fee to create. This will allow for testing enhancements as different users/roles, in addition to training.

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Category: General (1829)

STATUS DETAILS
New