8

"Open in Excel Online" does not honor format settings, corrupts data during import

In CRM 2015 Online Update 1 when the user clicks "Export to Excel - Open in Excel Online", the contents of the CRM records view is not shown in the same format as specified in the CRM user's format settings. Instead the Excel Online window always uses the US format. Changing the user settings ...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
8

CRM task looses its 'due date' when it pops up in Outlook and s.one simply closes the reminder

We have recently encountered a problem with CRM reminders popping up in Outlook (MS Office 2010): when the due date of a task has been reached, Outlook client generates a reminder message (like for tasks in Outlook) which gives you the option to postpone the task(s), open them or close them. I...

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4 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
7

Quick find/Advanced search enabled functionality for documents created with server-based integration of SharePoint with Dynamics 365 CE

When server-based integration is enabled between Dynamics 365 CE and SharePoint it is not possible to search for documents with using out-of-the-box quick find or advanced find features of Dynamics 365 CE. We want that feature to be enabled in the future releases without need of custom iframe or ...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
7

Ability to select whether to synchronize which entity between Dynamics 365 for Outlook and Dynamics 365 (online)

Dynamics 365 for Outlook can select which synchronized fields should be displayed. But by default, appointment, contact and task are all synchronized with Dynamics 365 for Outlook. It would be ideal if Dynamics 365 for Outlook can select which entity the users want to synchronize. For example,...

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1 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
7

Ability to sync tasks that are created in outlook into CRM

Currently tasks created in Dynamics sync out to Outlook and once they are there they sync back and forth between Dynamics and Outlook. Our users are trying to use the To Do application which creates tasks and syncs them with outlook. Those tasks are not syncing into Dynamics. When we create ta...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
7

display list of reference SharePoint in a custom view

It would nice to display a reference SharePoint list in a custom view without editing an XML file. For now, an XML file has to be edited as follows so that a custom view can work. The following attributes are needed in the saved query for Document view filetype readurl editurl ischeckedout absol...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
7

Properly display menu on Dynamics 365 for Microsoft Outlook App

On Outlook client, open Dynamics 365 App, click the D365 icon, the displayed menu is corrupted. After modifying it by using [Ctrl + mouse wheel], the menu is properly displayed. It would be much better if the menu is correctly displayed without modifying it by [Ctrl + mouse wheel].

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
7

A user cannot upload a SharePoint document anymore if any file was deleted from Dynamics 365

I would like you to look into this issue and provide the fix.

A [upload] button does not work under certain circumstances.

 

Repro steps:

 

  1. Open a record and click [Document] from the menu (navigation bar) in SharePoint
  2. Upload a docum...

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    0 Comments

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    Category: Microsoft Office Integration (200)

    STATUS DETAILS
    Declined
    Ideas Administrator
    Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
7

When opening Excel Online from CRM Online, use the Current User's Regional Format Settings or Office 365 Site Settings

Currently when Users export a view from the CRM Online UI into the Excel Online built in integration, the formatting that is presented to the user for fields such as date may not be the same.  This can cause data errors for the Consumers of CRM as they can mislabel an opportunity estimate...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
7

The file storage shows the different result in Dynamics 365 and Outlook calendar

I have created the appointment and attached the file in Dynamics 365.

When I see the file storage in Dynam...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.