11

CRM - Calendar Appointments need to be automatically tracked in CRM

CRM does a good job of tracking email automatically in CRM, but a poor job for Calendar appointments. The result is that many appointments are not being tracked in CRM at all.

There should be an option to have all appointments (apart from those marked Private) press the "Track in CRM" b...

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2 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

CRM - Outlook Tracked Emails - Need Visible Identifier for Appointments

Request from users asking if there way a way to quickly identify Outlook appoints that have been tracked in CRM. Need something similiar to the icon that appears when an email is tracked.

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2 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
10

In Outlook for CRM add-in (the new one), show tracking status of email across ALL users in the org, not just current user

Not having visibility into when an email is already tracked by another user in the org represents an incredible regression in functionality from the prior version (i.e. hieavier COM add-in). Until I see a better explanation of this design decision, I actually consider this a bug. Here’s why: Th...

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0 Comments

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Category: Microsoft Office Integration (884)

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 (884)

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 (884)

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 (884)

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 (884)

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 (884)

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 (884)

STATUS DETAILS
New
9

Formatting folder name when integrate Dynamics CRM Online and SharePoint Online

List Components can be used to integrate Dynamics CRM Online and SharePoint Online.
While doing so, if you create new folder from SharePoint Online, the format for the folder name is {Name} + {GUID} .

For On-premise, you can just have the folder name with the format of {Name} by cha...

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0 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
New