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.

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Category: Account, Contact, Calendar and Activity Management (753)

STATUS DETAILS
Declined

Provide the abillity to view Sharepoint documents in the ISH


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Category: Knowledge Management (111)

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Needs Votes

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

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Category: Mobile Application (74)

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Needs Votes

Rotate Mobile app to landscape


Hi, It would be great if the app was able to automatically rotate into landscape mode instead of being fixed in portrait mode.

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Category: Mobile Application (74)

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Needs Votes

Mobile offline support for personal views


Hi, Our users need to be able to use personal views while in offline mode. This is a big limiting factor for us and would be great if support for this could be made available. Thanks Jason

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Category: Mobile Application (74)

STATUS DETAILS
Needs Votes