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Tue, 18 Jun 2019 17:01:00 GMT
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Dynamics 365 Sales
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Needs Votes
Currently, there're some differences between response mapping name and field name, such as Company name and Company Response, and Email and Email Response.
It would be great if these names are same so that users don't get confuesd.
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Mon, 24 Jun 2019 15:01:00 GMT
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Dynamics 365 Sales
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Needs Votes
On activity entity in UCI, when clicking magnified glass mark on related field as lookup field, related entities are displayed horizontally.
Some users would like to change the sequence of the displayed entities for their better operation.
Currently, since there's no such feature, it would be great if the sequence can be changed.
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Tue, 25 Jun 2019 17:24:00 GMT
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Dynamics 365 Sales
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Needs Votes
When creating email, it would be great if default values like input character information and tab setting values can be saved for each user.
For example, input character information like [Formatting Style], [Paragraph Format], [Font Name], [Bold] and [Italic], and tab setting values in [Protocol] and [Advanced].
Email templates can be substitute on some extent, but someone in charge for system needs to prepare it for each user and email template cannot deal with the screen for when clicking [Link] button.
It would be convenient if features above is implemented.
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Tue, 25 Jun 2019 17:27:00 GMT
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Dynamics 365 Sales
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Needs Votes
Currently, there's no settings to fill in margin between sections and under setction on UCI.
Because of the margin, parts don't fit into the screem and sometime it's hard to check whole screen.
It would be convenient if customizion for UCI form is improved like editing margin between sections.
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Tue, 25 Jun 2019 17:30:00 GMT
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Dynamics 365 Sales
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Needs Votes
Excel sheet name is displayed as ID when running reports and exporting it for Excel.
It would be great if default sheet name can be changed so that user don't get confused for when they export reports.
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Wed, 26 Jun 2019 14:58:00 GMT
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Dynamics 365 Sales
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Needs Votes
When using Employee Self Service Portal, employees are registered on contact records.
It's really hard for users to distinguish multiple contacts and employees because employee records exist on contact entity.
It would be much more convenient if the feature to distinguish contacts and employees is implemented or employee records can be registered on different entity.
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Wed, 26 Jun 2019 15:00:00 GMT
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Dynamics 365 Sales
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Needs Votes
[Prerequisite]
1. Provide [Voice of the Customer app access role] role to Global admin or Dynamics 365 (Online) system admin.
2. Open VoC app on UCI and create Survey on designer screen.
[Demand]
3 items are added when deploying radio button or check box on Survey.
It's unclear how to add more than 4 items.
It would be much better if [Add] button on the same line in [Clear], [Copy] and [Delete].
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Mon, 01 Jul 2019 17:35:00 GMT
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Dynamics 365 Sales
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Needs Votes
It is understandable that UCI automatically displays content depending on browser size and each device like PC, tablet and smart phone.
However, when displaying charts, sometimes row names and column names aren't displayed depending on devices.
It would be great if minimum items to necessarily display can be designated by users.
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Mon, 08 Jul 2019 13:13:00 GMT
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Dynamics 365 Sales
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Needs Votes
It would be much more convenient if display order of command in Timeline for [Activity] record can be changed.
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Mon, 08 Jul 2019 13:22:00 GMT
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Dynamics 365 Sales
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Completed
Currently, [Note] form on Unified Interface doesn't have [Regarding] field so it's hard to distinguish which memo related to other entity records.
Also, attachment file on [Note] on Unified Interface cannot be downloaded.
It would be great if [Note] form on Unified Interface has [Regarding] field and attachment file can be downloaded.