-
Make lookup popup dialog resizable
Suggested by Connor Pham – Rejected – 0 Comments
It would be great if we could make popup dialog when clicking "See more record" on lookup field resizable. In some scenario, it is quite small and very difficult to see information in it.
-
TOAST NOTIFICATIONS
Suggested by Dragomir Gelev – Rejected – 1 Comments
Give access to built-in toast notifications in CRM so developers to be able to display personalized messages to the users.
-
Smart search for Dynamics 365
Suggested by Daniel Jang – Rejected – 0 Comments
The current search and display functionality in a lookup is difficult for untrained users, inflexble and hard to find matching record. For example, it only supports words "begin with" which means typing in a middle string in search box doesn't return any results. The current design also requires the use of a wildcard (e.g. *ski*) in the search string, and the keywords need to be in the exact order it appears in the records (e.g. *213*Cell, not *Cell*213). This is problematic for new users who are unfamiliar with the exact word order in the record they are searching for. I suggest replacing current search and display functionality with a Google-style "smart search". As users simply type text, the lookup dynamically show the matching records containing the entered string (in any word order) point in time. As more text is entered, more specific the search becomes and fewer matching records appear in the lookup. There is no need to use a wildcard * to mask texts, just 'search as you type' behaviour. A lot of applications these days employ this type of "smart search" functionality, which I believe will greatly increase both user productivity and usability for Dynamics 365 as well.
-
Form Editor and System View to be visible again on Forms
Suggested by Advaiya Solutions – Rejected – 0 Comments
In the previous version, we use to have Form Editor and system views on each form which was a very good feature. But in new UI it seems to be absent, it was a very handy thing and quick way to do the editing on the forms and views. We would request Microsoft to put back this back feature in new UI because its absence seems to be a disadvantage in new UI.
-
Customize Timeline Display Fields based on Activity
Suggested by Kate Ronquillo – Rejected – 0 Comments
Under Timeline grid, we should be able customize the displayed fields depending on the Activity e.g. for Email activity, it can displayed Recipients and Subject fields.
-
Allow Modifying Record Primary Name on Form Header
Suggested by David Williams – Rejected – 0 Comments
It would be useful if the Header Title or "Record Primary Name" could be customized. For example, currently the Record Primary Name for a case is linked to the Case Title. We have had a request from the customer to prefix the Record Primary Name on the form header with the Case Number. Example: Previous Record Primary Name : Title of the Case (Case Title) Requested Change : 100001234 - Title of the Case (Case Number + Case Title)
-
System Views from multiple entitities
Suggested by Paul Burgoyne – Rejected – 0 Comments
We need the ability to create system views that can pull from multiple entities with a common key. For example, we cannot currently create a view that pulls details from the WO Service Task and WO Product entities for a common work order number.
-
Do not allow Multiple session login
Suggested by Srilatha Chitla – Rejected – 0 Comments
Customer suggesting to restrict the multiple session login, that is login with same user in different machines could cause to security threat. To get rid of this risk, should avoid same user login in multiple sessions or should not allow multiple sessions login. -
Bring Quick search box back on the UCI interface
Suggested by Thomas Do – Rejected – 0 Comments
In the classic interface we have quick search box in the top right corner of CRM page that can help us quickly find what we want. In the UCI interface the seach box gone, so we have first click on the search button wait for the search page to open, enter what we want to find then search. That's not as efficient as the classic one. Please bring back the quick search box