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    Helena Blücher Operation manager CRM

    Helena Blücher

    Joined: 2/27/2024

    • Blog Posts
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    • Possibility to set the default font for email per user

      Thu, 26 Nov 2020 07:21:05 GMT – Dynamics 365 Customer Service – Completed 

      It would be great to be able to set default fonts and font sizes for composed emails in Dynamics for each user. Eg on their personal settings. It would also be great to be able to set the default font and font size for composed emails on the system settings.
    • Possibility to attach a Sharepoint file to an Email

      Wed, 27 Oct 2021 06:03:52 GMT – Power Platform Governance and Administration – New 

      Possibility to drag and drop from Sharepoint view in CRM to an Email instead of needing to download the file from Sharepoint and then uploading it to the email.
    • Fully anonymize a contact for GDPR

      Mon, 22 Nov 2021 10:45:55 GMT – Power Platform Governance and Administration – New 

      Needs to be able to anonymize a contact without removing the contact due to the importance of statistical data. We need to be able to delete the audit log for the specific contact. The plan is to anonymize the name and remove contact information, all activities and the audit log.
    • Duration on a Phone call able to accept seconds

      Thu, 07 Apr 2022 06:33:18 GMT – Power Platform Governance and Administration – Needs Votes 

      It's important for us to follow up outgoing phone calls connected to different campaigns. One thing that we want to measure is how long time we spend on the calls.

      Today it's not possible to use the Duration field because it only accepts whole minutes. We need to be able to see down to seconds of the phone call. Would it be possible to make the Duration field able to accept seconds?

    • When rescheduling a task to a later date, the scheduled start also needs to be changed

      Mon, 17 Jun 2024 06:21:54 GMT – Dynamics 365 Customer Service – New 

      When a task is changed to a later date, the scheduled start date also needs to be changed. Right now we're experiencing problems when using the Calendar view of activities because the tasks are shown over several days if we reschedule the task to a later date.

      For us this is a great problem and we can therefore not use the Calendar view in CRM.

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