5

Enabling multiple user to Set Regarding from Outlook e-mail

Currently with the Outlook Plug-in and the Outlook App, only the first user to Track (or Set Regarding) an email from Outlook can update the Regarding field through the integration.

Use Case:

  1. Users A and B receive the same email (e.g. To:  Alan and Bob)
  2. U...

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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.
5

Request the function to avoid user register nesting security group

Currently, user can register group membership nesting under privusergroup security group,although this is unsupportable as follows:

Title: Microsoft Dynamics CRM supported configurations
URL: https://techn...

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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.
5

Document Management Setting - display error message for users lacking privilege

When a user with no CRM license (but System Admin) tries to set up entities from Document Management Settings, he/she gets stuck with a blank page. In the server log, there's a privilege error recorded so it would be better to display an error message in the UI to ...

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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.
5

SharePoint to be able to view record value

When integrating SharePoint and Dynamics CRM Online, currently you can only share FILE NAME in SharePoint.
Instead of having just file name, it should be able to view each value in records such as product price in Opportunity record.

In that way, users can easily create daily report...

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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.
5

Default the lookup for Set Regearding to Contacts instead of Accounts

When you select an Email in outlook and clicks on Set regarding, a dialogue box appears.
The default entity in the lookup is Accounts.
Can this be changed to Contacts as it is usually Contacts that emails are set regarded to.

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4 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.
5

SharePoint Integration: Please add an indicator on a CRM record if there is any document related to the record

In SharePoint integration scenario, we could not quickly see whether a CRM record has any document in SharePoint. It would be a better user experience if the user could see a quick indicator (e.g: clipboard symbol) on the record that has any document in SharePoint

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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.
5

Password change policy disconnects CRM Outlook

Our company has a policy that users must change their passwords every 90 days. When the password expires the CRM Outlook client prompts the user to sign-in. User then adds the expired password and a message is shown that user or password is not recognised. CRM Outlook client doesn't prompt for...

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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.
5

To add a function to set up time zone after syncing an appointment to Outlook from CRM.

When an appointment was SYNC to Outlook from CRM, date and time is set to UTC which makes it inconvinient for Japan users (UTC+9).

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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.
5

A way by which we should be able to know who made any changes in the Office 365 portal.

In the Instance Picker Page of the Office 365 Portal in one of the organization there was changes made to Security group, but there was no way to identify the specific user who made those changes. So there must be audit log in Office365 for the changes made into the instance picker page in ord...

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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.
5

Ability to set the default Regarding entity in the CRM for Outlook add-in

Steps:
-Go to your Outlook inbox when the CRM for Outlook add-in is installed.
-Select Set Regarding in the Outlook Ribbon.
-The Look Up Record dialog box appears; it is defaulted to the Account entity.

Scenario:
As a system admin, I need the ability to default this to enti...

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2 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.