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 (467)

STATUS DETAILS
New

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.

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Category: Knowledge Management (37)

STATUS DETAILS
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 (13)

STATUS DETAILS
New

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 (13)

STATUS DETAILS
New

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 (13)

STATUS DETAILS
New