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New Markting list from campaign is not user friendly anymore
In the UUI, when the user creates a marketing list from a campaign, once the Marketing list is saved, he will need to go back on the Campaign and click on plus button another time to go back and find this list among the recent ones... In the Web UI, once the Marketing List is Created, it is preslected to add to the campaign.
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phonetic search
Hello, We have a recurring request for the ability of phonetic search or approximate search on first and lastname. Mr Muller, Mr Muler could be found when typing Mueller for instance.
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Configurable Close opportunity form
It should be possible to modify the Close opportunity form. The same way that As is it possible to modify in the next release the close opportunity form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-resolution-extensibility
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Configurable Close opportunity form
It should be possible to modify the Close opportunity form. The same way it is possible in April19 release to modify the close case form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-resolution-extensibility
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Align User Experience for Relevance search and categorize search
Hello, The Categorized search has a very powerfull use for the wildcard: records begining by letter A and ending by letter Z can be found with the query a*z. The Relevance search cannot complete that. The way of searching should be the same, a business user is not supposed to think about his query, he is just interested in the result.
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Relevance search and attributes relevance
It should be possible to indicate wich field is most relevant. For instance I can enable the search on street name "Donald Trump", but I am more likely to look for the contact "Donald Trump". When a street has the same name than a contact, the first results that will appear are the ones retrieed thanks to the streetname "Donald Trump", not the contacts called Donald Trump.
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Keep SharePopint setup after solution is published
When a SharePoint configuration is set on an entity, if a solution is published with this entity, the SharePoint configuration is lost for the entity and needs to be reactivated manually. An interesting evolution would be to keep the setting and avoid manually reactivation after a solution is published. -
Open the addin from a shared Mailbox
Hello team, We need to open the add-in from a shared mailbox, this in order to view the email sender if he is existing in CRM. Thank you Pierre-Olivier -
Track emails on a contact who has multiple email addresses
Hello, A contact can have several email adresses. We can use the system email address fields, or custom. We would like the email sender to be recognized not only when the "business email" is recognized but also if the email is in the other email fields of the contact. Thank you ! P-O -
Duplicate identification
It is possible to create records in the App for outlook, but the duplicate rules are not triggered on save. We would like duplicate rules to be triggered ! :) Pierre-Olivier
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