Link a Task to multiple records
We often get asked by sales guys if it's possible to link a task to multiple records, for example a Company and a Project (Custom entity).
Sometimes sales guys find themselves creating multiple tasks whereas they could get away with one if they could link it to multiple records.
Category: Account, Contact, Calendar and Activity Management (467)
Provide the abillity to view Sharepoint documents in the ISH
When using the Interactive Service Hub (ISH) it's not possible to view sharepoint documents against Case and other entity records.
This results in going back to the 'Traditional' Service Hub to access the documents.
Category: Knowledge Management (37)
Support for running Reports
Our sales team create quotes in D365 and run a report to generate the quote pdf to send to the customer. Running a report is currently unavailable in the mobile app. This would be a great feature to have and not only for quotes but for other entities too. Many thanks Jason
Category: Mobile Application (13)