Re-implement the button which selects sections of UCI form
On UCI form, there used to be the button selecting sections, but the button has disappeared right after the update. According to Microsoft support engineer, the feature of [Semantic Zoom] has been deprecated, so the button is also deleted. When accessing UCI on phone, [Three Columns] section is d...
Feature of registering "To" and "CC" in advance on [Email Template]
On [Email Template], there is no feature of registering "To" and "CC" in advance. On the following Dynamics Community, there is the same question, and is advised to use Workflow. It would be much better if the feature is implemented because creating workflow is such a troublesome for users. Titl...
The first letter of BPF stage name shouldn't be displayed in Capital letter when it is set as lower-case character
On Dynamics 365 (online) Ver.9.1., even if the first letter of the stage name of BPF is set as lower-case character, the first letter is displayed as capital letter. It would be user-friendly if the character size is set by user preference. e.g. When it is set: dynamics or crm When it is display...
Default feature of display Lookup dialog on Unified Interface
On Web Client Interface, click [Magnifying glass] of Search field, [Other record search] is displayed, and lookup dialog is displayed. On Unified Interface, [+NEW] and [Change view] are displayed, but lookup dialog is not displayed. According to the following Community document, lookup dialog c...
Feature of making the task which created via SharePoint being track on Dynamics 365 (online)
When creating a task via SharePoint Online and clicking [Sync to Outlook] button, it is sync to Outlook Client. It would be much better if there is a feature of tracking the task synced to Outlook on Dynamics 365 App for Outlook.
Feature of importing the exported Excel file even if something is updated on Dynamics 365 after exporting it from [Excel Export]
When exporting Excel, if something is updated on Dynamics 365 side before importing, [Modified date] on C column is mismatched, so it cannot be imported. It should be imported if Dynamics 365 side is updated. The reason why the customer submitted this request is that the customer plans to set Re...
Feature of memorize the last setting when returning to View from Form on UCI
On UCI, open Form with the following setting. 1. On UCI view, set filtering. 2. Open Form, and return to View by clicking [Return] button of the browser. 3. The view setting on the step #1 is reset. It would be much better if the view setting is NOT reset. In addition, when returning to View f...
Feature of copying instance by Dynamics 365 system admin with Office 365 "user" role
Currently, only Office 365 Global administrator and Dynamics 365 Service admin can copy instance. It would be much better if Dynamics 365 system admin with Office 365 "user" role can copy the instance.
Feature of associating [Leads] with [Visits] of Marketing page even after closing browser
Register [Leads] from Marketing page which uses [Marketing] form. The registered [Leads] becomes associated to Marketing form and the account which sign-in to Portal. On [Visits] history, [Known visitors] is displayed under [anonymous visitors status]. However, after closing the browser, sign ...
Customization of added [Server-Side Synchronization Failures] Dashboard
[Server-Side Synchronization Failures] is added as a default dashboard. The dashboard cannot be deleted or security role cannot be changed, so users cannot control display/hide the dashboard. It would be user-friendly if the dashboard settings can be customizable.