Sharepoint & Dynamics CRM Integration
It would be helpful to be able to search for documents within CRM. In addition, having a 1:N relationship for documents would also be helpful as the same document may be relevant to records on different entities. If SharePoint features such as document sets were made available through the CRM int...
send emails out from CRM it is not apprearing in the sent mail in Outlook
When user send emails out from CRM it is not apprearing in the sent mail in Outlook.
Ability to Run Document Templates against Multiple records in a View
With the deprecation of the old school Mail Merge feature, we will no longer have an OOTB feature to run templates against multiple records. Document Templates only allow the user to run against a single record.
People still send out paper mail. As long as they do, they'll ask for...
You can't track an appointment that was created by another user
Issue:
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In CRM 2015 Update 0.2 On-premise (7.0.2.53) organization configured with Server Side Synchronization, users when try to track an Appointment created by another CRM user in Outlook 2016 configured with CRM 2015 Update 0.2 On-premise (7.0.2.53) organization,...
�CRM Field� form in Microsoft Dynamics CRM for Outlook does not update records in CRM Online
First you need to open one of your tracked emails, then you click �CRM Field� on upper ribbon menu.
You�ll see a new form to enter some values but it does not modify anything in Dynamics CRM Online.
It is quite confusing and users can find it useless.
If it does update records b...
Compatibility issues between Dynamics CRM 2015 addin and third party addin- 'GFI mailarchiver Outlook connector' (8.1.48.48893)
When we have Dynamics CRM 2015 addin enabled in Outlook 2013 working of third party addin- 'GFI mailarchiver Outlook connector' is impacted and we get the below error while navigating in INBOX of 'GFI mailarchiver Outlook connector'
"Microsoft .NET Framework
Unhandled exception has o...
Emails with large attachment cause delay in tracking emails from CRM Outlook client to CRM web client
Users track incoming emails from CRM Outlook client to web client for references. There are certain emails with attachment of file size larger than 4 MB. These emails have been identified to take long time to track as well as they block the upcoming non-attachment emails tracking as they remai...
Request open multiple window for "Report", and extend "Email a link" function limitation.
Request open multiple window for "Report", and extend "Email a link" function limitation.
And also we want to customize generated report excel file name when we download it.
1. When run report, it could be opened each selected report window.
2. we want to customize generated repor...
The appointment in Outlook that is copied from traced appointment will not synchronize to Microsoft Dynamics CRM Online
The end users want to trace appointments automaticaly. However, if you copy the traced appointment in Outlook, it looks like traced but never be syncronized to the Web Client.
It is a little bit inconvenient to click "Trace" everytime when you create an appointment in Outlook.
Ability to auto-sync Contact List in Outlook Client with Dynamics CRM Online and share the contact information with other users
Currently if you want to sync Contact List in Outlook Client, you just need to click 'Track' button there but it only sync with Personal Contact.
Further setting is required if you want to share that synced Contact person to other users in CRM Online. Many customers find it inconvenient.
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