New Markting list from campaign is not user friendly anymore


In the UUI, when the user creates a marketing list from a campaign, once the Marketing list is saved, he will need to go back on the Campaign and click on plus button another time to go back and find this list among the recent ones... In the Web UI, once the Marketing List is Created, it is pr...

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Category: Lists and Campaign (94)

STATUS DETAILS
Planned

phonetic search


Hello, We have a recurring request for the ability of phonetic search or approximate search on first and lastname. Mr Muller, Mr Muler could be found when typing Mueller for instance.

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Category: General (959)

STATUS DETAILS
New

Configurable Close opportunity form


It should be possible to modify the Close opportunity form. The same way that As is it possible to modify in the next release the close opportunity form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-reso...

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Category: Lead Management (55)

STATUS DETAILS
New

Align User Experience for Relevance search and categorize search


Hello, The Categorized search has a very powerfull use for the wildcard: records begining by letter A and ending by letter Z can be found with the query a*z. The Relevance search cannot complete that. The way of searching should be the same, a business user is not supposed to think about his q...

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Category: General (959)

STATUS DETAILS
New

Relevance search and attributes relevance


It should be possible to indicate wich field is most relevant. For instance I can enable the search on street name "Donald Trump", but I am more likely to look for the contact "Donald Trump". When a street has the same name than a contact, the first results that will appear are the ones retrie...

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Category: General (959)

STATUS DETAILS
New

Keep SharePopint setup after solution is published


When a SharePoint configuration is set on an entity, if a solution is published with this entity, the SharePoint configuration is lost for the entity and needs to be reactivated manually. An interesting evolution would be to keep the setting and avoid manually reactivation after a solution is pub...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New

Open the addin from a shared Mailbox


Hello team, We need to open the add-in from a shared mailbox, this in order to view the email sender if he is existing in CRM. Thank you Pierre-Olivier

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1 Comments

Category: Email Management and Outlook Integration (171)

STATUS DETAILS
New

Track emails on a contact who has multiple email addresses


Hello, A contact can have several email adresses. We can use the system email address fields, or custom. We would like the email sender to be recognized not only when the "business email" is recognized but also if the email is in the other email fields of the contact. Thank you ! P-O

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Category: Email Management and Outlook Integration (171)

STATUS DETAILS
New

Duplicate identification


It is possible to create records in the App for outlook, but the duplicate rules are not triggered on save. We would like duplicate rules to be triggered ! :) Pierre-Olivier

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Category: Email Management and Outlook Integration (171)

STATUS DETAILS
New

OOTB Send mails to email 1, email2 or email3


Hello When I Send a mail from Dynamics, using Dynamics email activity, it is not possible to choose the email 1, email 2 or email 3 of the recipient. An interesting evolution would be to let this choice to the users, 2 ways are possible: 1. Simple way for Dynamics Product development team : on t...

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Category: Email Management and Outlook Integration (171)

STATUS DETAILS
New