13

Connection between OneNote and CRM

I would like there to be a connection between MS OneNote and Dynamics CRM, similar to the CRM for Outlook connector (although, I'd be nice not to have to install anything).

My use for this would be fairly simple. Basically, we'd like to be able to create a page in OneNote, then connect...

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5 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
13

Deeper CRM and Office 365 integration

I know the office365 and CRM integration is a journey, were MS has just start. But here

1. O365 Outlook Web Client - integration to MS CRM
If a user has bought O365 and MS CRM, he should have the "Track in CRM" buttos for emails, contacts, appointments, tasks also in the Outlook...

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2 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
13

Synchronise custom activities to Outlook

I dont see a point in having custom activities in CRM 2011 when users cannot synchronise them to outlook.

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3 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
13

Office 365 Sharepoint integration

Is there any way to integrate CRM 2011 online with Office 365 sharepoint? I am running both (beta of office 365) and cant seem to work out how to get this to work and cant find any microsoft documentation on it anywhere! please help!

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4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
13

Outlook 2010 Integrated Toolbar

Have the CRM toolbar form part of the Home tab in Outlook 2010 instead of being on the Add-Ins tab.
With the current format we have lost the ability to quickly promote an item from the list view vastly reducing the ease of use.

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Completed
12

"The e-mail below might contain script or content that is potentially harmful and has been blocked" is displayed

When users see e-mail that sent from Microsoft Dynamics CRM 2013 for Outlook, "The e-mail below might contain script or content that is potentially harmful and has been blocked" is always displayed on Dynamics CRM Online. It is such a sever impact on the customer's business. It would be much bett...

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
New
12

Provide a way of filtering document templates

My customer has thousands of word templates.  Provide a way to filter document templates based on business unit, language, geographic region or other criteria so a user can restrict the Word templates to the ones that apply to that case based on different filter criteria.

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7 Comments

Read more... 7 Comments

Category: Microsoft Office Integration (884)

STATUS DETAILS
New
12

D365 Outlook App and Export to Excel Dynamic Worksheets - Dynamic Pivot

Customers electing to use the new D365 Outlook App (over the older Dynamics CRM Full Outlook Client) should also be able to take advantage of the DCRM Export to Excel options:

- Dynamic Worksheet &

- Dynamic Pivot.

Currently customers must use the Dynamics CRM ...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (884)

STATUS DETAILS
New
12

Configuration Wizard: ability to add/remove/switch multiple users within a tenant

Currently, when the admin is added to Configuration wizard, a user is not able to add another user from a same tenant. It gives an error.

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0 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
New
12

User is not able to Sync Appointments and contacts from Microsoft Exchange Online to CRM using Server Side Synchronization.

1. User is using Server- Side Synchronization for Appointments, contacts and Tasks in CRM.
2. While creating a new contact or appointments in CRM , we are able to synch it in Exchange Mailbox from CRM
3. When we create a New Contact or Appointments in Exchange mailbox.
4. We kno...

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0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (884)

STATUS DETAILS
New