11

Dynamics 365 Sales and Sharepoint Security Synchronization

In a CRM with Sharepoint Server-Based Integration Enabled, documents that are added in Sharepoint through CRM do not respect the CRM Security Mode. As an actual example, if a user A adds a document to an account which user B does not have access to, he will still be able to see the document in Sh...

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3 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
10

Ability to display other user's [Calendar]

Currently, user own [Appointment] is only displayed on [Calendar] on Dynamics 365 (Online) It would be great if other user's [Calendar] can be displayed just like Outlook Calendar.

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0 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
10

Outlook App allow "resolve to existing" for unmatched email addresses

The 8.2 and 9.0 Outlook apps notify the user "Create contact first to avoid duplicates" when an email address does not exist in CRM. Currently the Outlook app allows you to add a *new* contact/lead. Would also like the option to resolve the email address to an *existing* contact/lead record.

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1 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
10

In SharePoint Server Based Integration, Unable to add Custom Content Type in CRM Records Document Location

- SharePoint Custom Site Column not available in CRM Records Document Location View post clicking on Documents.
- Previous version of Client Based SharePoint Integration displayed Custom Columns in CRM Records Document Location View post clicking on Docum

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2 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
9

SharePoint base integration to be able to update records automatically.

SharePoint base integration to be able to update records automatically. example: If a Lead is converted to Opportunity or Account, the current integration does not pick up this change and all future files are continued to be stored in the initial SharePoint location. It will be a great advantage...

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1 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
9

Feature of importing the exported Excel file even if something is updated on Dynamics 365 after exporting it from [Excel Export]

When exporting Excel, if something is updated on Dynamics 365 side before importing, [Modified date] on C column is mismatched, so it cannot be imported. It should be imported if Dynamics 365 side is updated. The reason why the customer submitted this request is that the customer plans to set Re...

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0 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
9

Ability to sync deletion for created appointment from Dynamics 365 to Outlook client on PC

Outlook client and Dynamics 365 (Online) are synchronized by installing add-on so far, and the appointment are also synchronized when it's deleted as well. When deleting the appointment created on Outlook client from Dynamics 365, however, the appointment is not deleted and remains. It would be u...

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0 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
9

Selecting multiple emails for tracking

Currently we cannot track multiple emails with the new Dynamics 365 Outlook App!

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1 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
9

Edit Test Email Message from Server Side Sync

Request for ability to edit verbiage in email sent when Test\Enable mail boxes in Server Side Sync.

Email messages sent from server side sync Test\Enable coming from your self can appear to be spam and cause delivery issues, and concerns as to the type and reason for the message. Being ...

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1 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
9

Sync sent emails with exchange

E-mails sent from the web interface in CRM do not appear in the "Sent Items" folder in exchange online. Users can't see in Outlook, which emails have been sent from within CRM.

To have a full overview of all the conversations with a customer also the sent emails should be synced to exc...

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2 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New