Side Navigation Panel/Site Map
Hello! Working with a representative that had a great idea I suggest an idea here for team to review. We are currently working on releasing and enchaining a Customer Workspace App. In our initial findings, and due to some customer feedback, we think it'd be ideal to have at least have the opti...
Ability to Upload Multiple SharePoint Documents into Dynamics 365 CRM
Hello!
I selected 'Timeline' for Category, but I would say this falls more into 'Integration'. The business I work for, enjoys and relies on the ability to upload documents into Dynamics, that are also loaded into SharePoint. The biggest issue that the team remains encounteri...
Email Experience on Customer Workspace
Hello! There are two items here regarding the emailing experience on the CSW.
- As a user of the system, when having an email pulled up in the CSW, navigating away from the tab and back to the tab, the screen blanks out the entire screen. It cannot be recovered by closing ...
STATUS DETAILSNew
Case List Viewing
Hello! Some of our users have been experiencing some Cases view issues. Similar to my recently submitted idea it seems to be on the Customer Service Workspace app as well, but maybe not entirely, hence the creation of a new 'Idea':
- The case list view (with user-set filte...
STATUS DETAILSDeclined
Work Assignment Function to Recognize Breaks under an Hour
Good evening!
After several months of working with the Microsoft Support Team, we were finally made aware that the Sales Accelerator Work Assignment function does not recognize shift breaks under an hour.
Case Number: SR # 2403120040012299
Fo...
Option for Email Icon/Shortcut to Open Dynamics Email Experience and not Outlook
Hello!
Wanted to submit a suggestion, where an admin could select what the Email Icon on the logo opens. Currently, it opens a 'New Email' box with the email of that field to send an email out to. While I understand that has a million advantages and is OOTB behavior and inten...