14

The link which text is "Microsoft Dynamics CRM Online" in Outlook Client isn't useful

When you go through following steps, website which URL is http://www.microsoft.com/en-us/dynamics/crm.aspx will open.

1. Start Microsoft Office Outlook.
2. Go to file>>>CRM>>>Microsoft Dynamics CRM Online
3. The URL (http://www.microsoft.com/en-us/dynamics/crm.aspx) opens

T...

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0 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
New
14

The link which text is "Microsoft Dynamics CRM Online" in Outlook Client isn't useful

When you go through following steps, website which URL is http://www.microsoft.com/en-us/dynamics/crm.aspx will open.

1. Start Microsoft Office Outlook.
2. Go to file>>>CRM>>>Microsoft Dynamics CRM Online
3. The URL (http://www.microsoft.com/en-us/dynamics/crm.aspx) opens

T...

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0 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
New
14

The link which text is "Microsoft Dynamics CRM Online" in Outlook Client isn't useful

When you go through following steps, website which URL is http://www.microsoft.com/en-us/dynamics/crm.aspx will open.

1. Start Microsoft Office Outlook.
2. Go to file>>>CRM>>>Microsoft Dynamics CRM Online
3. The URL (http://www.microsoft.com/en-us/dynamics/crm.aspx) opens

T...

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0 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
New
14

Emails with rich text formatting saved in CRM that have an attachment at the first line get saved as attachments

Every email that is saved in CRM that has rich text formatting and has an attachment on the first line will get saved as attachments in CRM and not displayed as normal email activity.

It is happening on every version of CRM.

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0 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
New
14

Drag & Drop Emails From Outlook to CRM (In Browser) to 'Set Regarding'

'Set Regarding' can be tedious. Especially when using the Outlook dialog box to navigate to the correct CRM record.

Often users will work in both Outlook and CRM (in the browser) simultaneously. This works particularly well when users have two monitors.

Rather than having to nav...

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0 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
New
14

Enable drag and drop in "Documents" (SharePoint Integration)

When we are in the "Document" section (SharePoint) we should be allowed to drag and drop a file there instead of having to browse for it

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2 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review
14

List of views in outlook 2010 is not in alphabetical or numerical order. In the web client it is

We have close to 50 views of a custom entity. These views are arranged in numerical order i.e. "1.View of everything", "2. View of some things", "3. View of some other things"....up to 50.

In the CRM web client these views are arranged in the view selection menu in numerical order
1....

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3 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review
14

List of views in outlook 2010 is not in alphabetical or numerical order. In the web client it is



Building various system views allows users to select data in opportunities, accounts, contacsts...that match business criteria without user needed to build themselves. We've created various views and since Web client sort alphabetically, using a number to precede the title allows us t...

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3 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review
14

Contact merge impact on Outlook contacts - indicate 'Inactive' status of CRM contact in Outlook.

If a contact created by a user in Outlook is promoted to CRM - and is subsequently merged with another contact in CRM - the original Outlook contact shows no indication it's linked to an inactivated/replaced record -

Consequently, the user will not receive updates from the 'surviving' ...

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1 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review
14

Extend and customize the CRM to Outlook tracked contact field mappings

Please allow us the ability to customize CRM to Outlook mappings, we'd like to be able to:
- Choose which fields get sent up to CRM when a contact is tracked
- Choose and alter which fields in outlook sync to fields on the CRM Contact
- Disable certain field mappings between CRM & t...

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review