User Profile

Can we hide inactive records in"Recent records" or have option to disable "Recent records" in Add Existing subgrid lookup dialog?


There is an option for solely lookup field on form to disable Recent records in the lookup result, which is "Disable most recently used items for this field". However, there is no such control for Add Existing subgrid lookup dialog. End users may add disabled recent records to the subgrid view, c...

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Subgrids with no data should hide table headers


When there is no data available in subgrid, table headers should be invisible. Otherwise, end users would mistakely think they are missing some data. If there are no headers at all the information is more clear.

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Category: Unified Interface (646)

STATUS DETAILS
New

Option to disable validation and auto-format of HTML code in KA editor


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4 Comments

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4 Comments

Category: Knowledge Management (97)

STATUS DETAILS
Needs Votes

Preview or confirm window before sending a file in Omnichannel chat


Would it be possible to make file preview or pop up a confirm window before sending a file in Omnichannel chat?


Currently, the file will be directly sent out once user/agent select a file and click on open.There might be possibilities that they choose an incorret file. If the ...

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Category: Unified Interface (646)

STATUS DETAILS
New

Copilot interaction history gets flushed automatically or can be cleared up in more user-friendly manner.


In D365 Sales Copilot, current design to clear chat history is to clear cache of client's browser. This is very unfriendly for end users as most users keep cache for easy access to other programs used on a daily basis. Moreover, the user experiences are inconsistent in Microsoft even Dynamics ...

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Category: Conversational Intelligence (5)

STATUS DETAILS
New