Dynamics 365 Sales

Many of our users are requesting an enhancement to the view selector in subgrid and associated views in Model Driven App experience.

They would like to set their own default view and return to the view which they selected when navigating to a related record from the subgrid or the associated view. This feature should match the functionality already available in the main grid views and would help greatly to navigate more efficiently between records.

Within a case, there is the Notes/Activities/Post grid. This displays email activities in Modified date order. We have noticed that if you open an existing email, for example which was created and last modified several days in the past, and action a reply or forward, then the modified date of the original email gets updated to todays date. This means that when views activities in the grid, they are no longer in chronological order.
Please advise what is being updated on the original email when the reply or forward is made and why and more importantly how we can stop this as it is affecting the accurate visibility of client interactions.

New cascade behaviour to enable rollup of activities for parent entity relationships. This would allow a parent entity to view activities of its children in the same way Account and Contact offer this feature. This would allow custom entities to obtain the same richness as built in features.

As a Dynamics CRM User who supports D365 CRM IT projects and enhancements it is extermely painful to validate specific end user experience when implementing net new features. It would be helpful to impersonate a specific user in a sandbox environement to help validate that the new functionality is working as expected. Otherwise we don't truly know if a feauture is working as expected until end user UAT. Creating dummy generic user profiles has several limitations and require a high level of support from our dynamics admin

In addition enabling impersonate would be helpful for triaging system regressions for specific CRM users. Today we have to meet with the end user to see what their issue is.

We have impersonate native in our SN platform. Not having impersonate is viewed as a major setback for Sales Operations as we as for IT support as part of our migration to D365.

Working on centralized emailaddresse like "support". The web client has certain gaps against the MS Office outlook client. e.g.:

- Colours

- Set Reminders

- spell check

- Signatures with pictures...

Most clients use before the start with CRM the Share Mailbox approach. unfortunately it is not possible to configure a Shared Mailbox with the Dynamics 365 App for Outlook.

So these power email users needs to work with the webclient and all the big gaps...

It would be great if we could in future also make the dyn 365 app for outlook to be able to work on shared mailboxes

As Microsoft has introduced the server-side synchronization to sync CRM Activities with Microsoft Exchange without the need of Dynamics CRM for Outlook Addin this is a great new feature while working with mobile devices.

However, there is a pitfall for customers working with appointments to structure their day-to-day work. With server-side synchronization, any appointment synced to Exchange will lead to an invitation request send to any required or optional party of that appointment. As the users often reschedule their appointments or never even want to send any invitation, it would be great to have a chance to Opt-In to that “automatic invitation” feature rather than having them send automatically.

Even just a Boolean flag “do send invitation request on server-side appointment synchronization” would be great!