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Primary Domain Name Does not get populated in OOB Send Invitation process
Suggested by Dragos Horghidan – New – 0 Comments
In Dynamics 365 OOB send invitation process, would be extremely helpful to be able to select the “Primary Domain Name” dynamically. The “Primary domain name” even if exists in the Send Invitation process (Both using Hyperlink or Forms functionality), it simply DOES NOT WORK. I had a ticket with Microsoft (2202080040008850), and I was only provided the explanation that even if I select the Primary Domain Name in the Send invitation process (and select add to form), the Primary Domain Name would need to be input as the Portal URL inside the invitation object (which it DOES NOT), and this is the reason why the Send Invitation shows the Primary Domain Name as blank (but is populated proper value both under the Portal (custom Website ) as well as in Dataverse). However in the same Send Invitation process the redemption code shows correct in the invitation object and from there in the send invitation process. The goal is to get created Dynamically so the URL is input only in DEV and from there automatically generated to higher environments (IST, UAT, PROD), eliminating the need for manual input after deployment to higher environments . Ex:
https:\\{Primary Domain Name(Website (Website))}/register/?returnurl=%2f&invitation= {Encoded Invitation Code(Encode Invitation Code)}
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The information from the Read receipt of a tracked email to appear in the timeline or in the email form.
Suggested by Georgi Krastev – New – 0 Comments
Customer would like to be able to see the read receipt information in the timeline or in the email form.
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Stop changing things, make it simpler
Suggested by James Begent – New – 0 Comments
It is all far too complicated. All we have been trying to do is set up an on-premise data gateway. There seem to be half a dozen different ways of achieving the same thing and then you complicate it further with your regions not being able to see each other. I want simple effective tools which provide access to the services I'm paying for. I shouldn't have to spend this long just setting up a database link.
When you do get the hang of how your convoluted processes work someone comes along and "improves the user experience" which translates as "changing everything around yet again so you have no clue how to achieve anything".
Just stop.
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AHT (Average Handling Time) for Case management
Suggested by Catalin Barbulescu – New – 0 Comments
Average Handling time will be crucial to offer an overview on how much time users are spending in handling a Case
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Preview or confirm window before sending a file in Omnichannel chat
Suggested by Ran Zhang – New – 0 Comments
Would it be possible to make file preview or pop up a confirm window before sending a file in Omnichannel chat?
Currently, the file will be directly sent out once user/agent select a file and click on open.There might be possibilities that they choose an incorret file. If the file/image can be previewed in send window or a new confirm window pops up, the user/agent can double check and then click on send.
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Dynamics 365 Customer Engagement "Set Regarding" for Tasks
Suggested by Evgeni Vladimirov – New – 0 Comments
This functionality is necessary when creating tasks.
When a colleague receives and Task, he is unable to see the Set Regarding as its only visible from CRM.
If they don't add it in the subject or some information about this task the person needs to open CRM to see it.
Please add an functionality in the Dynamics 365 App for Outlook for tracking tasks or at least to be able to create Tasks from the App
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Deletion of lookup values by fixing the position of cross (X) in lookup input fields
Suggested by Sumit Rai – New – 0 Comments
In certain scenarios the robots (via RPA) have to delete the value which has been put into a lookup field because of some automation steps.
Its hard to delete the lookup values which are already pre-filled due to the dynamics position of “cross” (X). This is because the only way to delete the selected lookup value is to “find” the cross (X) and click on it as hitting backspace to remove the value is not possible. RPA is using the visual component which uses an anchor point to count the pixels where the click has to be made. The distance between the anchor point and the “cross” is dynamic and depends on the length of lookup value.
So if Platform as OOTB capability can provides the provision (or configuration) to fix the position of "Cross" (X) in lookup fields value say the first position OR a button in every lookup field which did a “clear selection” would already help a lot.
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Form editor lock (off by default)
Suggested by Rod Rodriguez – New – 0 Comments
It might be a good idea to allow customers to turn on a "locked for editing" setting in dynamics that would apply to the form editor. Currently, this is the situation
- Person A opens Form A to edit it
- Person B opens Form A to edit it while Person A still has the form open
- Person A saves and closes the form
- Person B saves and closes the form after person A
What happens is that all of Person A's changes are lost/overwritten by Person B's changes.
Adding the ability to "lock" a form for editing would allow users to deconflict that issue. You would have to also add the ability to "overwrite" that lock or be able to turn the lock off if there was some type of connectivity issue or a say User A forgot to save and close out the editing form
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Last X Months
Suggested by John Fagan – New – 0 Comments
We have dashboards and need to look at discrete time periods in past not movable each day you look. Last 2 Months needs to be last 2 full months up top previous month end. So currently in Jan you see, some of Jan, All of Dec and some of Nov for last 2 months. Last 2 months in Jan needs to be all of Dec and Nov
Most people when reporting looking at last 2 months would look at point up to a month-end because it is constantly moving otherwise and no use for KPIs.
This needs to be added even if you call it "Previous X months".
You could then keep the "Last" to be that movable feast for which I cannot see much use, considering you can already use the previous 30 days previous 60 days etc.
Is this in the pipeline?
Many thanks
John
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Angolan currency (Kwanza)
Suggested by Mauricio Antonio – New – 0 Comments
Hello, I would like to suggest that Microsoft add Angolan currency (Kwanza) in Microsoft Dynamics 365 packages.