12

Provide CRM Add-in for Outlook for Macs

Mac users are unable to leverage the efficiency of PC users in Tracking Emails via Outlook. Safari support was a great leap, but to get full user adoption from Mac users MUST have the Outlook add-in available!

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Declined
12

Outlook Client with reduced features/capabilities

With the significant difference between CRM2013 in a browser and the Outlook client, we have found a need to create training and support materials for two 'different' user environments. In many cases our clients have the Outlook client installed so users can track email, contacts, and activiti...

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2 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
12

Replying Email should be consistent with Creating Email in CRM Client for Outlook

From Outlook Client, I opened a Case record to add a new Email under this Case record. CRM was able to open the new Email in Outlook new email format.

However, at the same Case window, if I navigate to the Closed Activities view and try to reply to an existing email, CRM opened the new ...

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4 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Declined
12

CRM - Mail Merge: Need to resolve issues with Mail Merge using Web client

In order to use Mail Merge with full CRM functionality, you have to be running the Outlook CRM client. This means that you can get some benefits of using Mail Merge with the CRM Web client but not 100% of the benefits/functionality. This causes implementation and licensing issues.
Detai...

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

Ability to automatically register IP address for Dynamics 365 (Online) to other Office Products (like SharePoint)

The customer collaborates Dynamics 365 (Online) and SharePoint Online. For a security measure, the customer's setting rejects IP addresses excepts on-premise. But the rejection includes Dynamics 365 (Online), so collaboration isn't work. This was resolved by registering IP address range for Dynam...

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0 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
New
11

Importing Excel templates failed

Users are unable to import Excel templates if the columns in a file exceeds more than hundreds.

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
New
11

Feature request for switching mail format in Dynamics CRM Online

Please provide a function that you can switching mail format to Text from HTML in Dynamics CRM Online.

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0 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
New
11

Ability to automatically enable emailbox by CRM itself

When emailbox has been disabled, it would be a lot more valuable for all users if CRM could automatically enables the emailbox again.
Instead of just displaying an error alert which if not signed in we won't be able to notice, and the owner of mailbox needs to manually click an 'enable' ...

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0 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
New
11

deactivated contacts are shown in Outlook as activated contacts (same behaviour)

This is the scenario:
You have activated contacts and a configuered Outlook-Client.
The Outlook-Filters are not customized, so you have the active contacts in your Outlook (by default).
Then you deactivate the contact in CRM via browser.

The contact is not changed in Outlook at...

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0 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
New
11

Ability to configure subgrid of related SharePoint documents

With Server Based integration between Dynamics CRM 2013 and SharePoint Online, I expected I would have the ability to add a sub grid to an entity that would display all documents associated to the record. The "Documents" entity is not available however in sub grid configuration and users stil...

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review