54

Add Subfolders to Server-based SharePoint Integration for Microsoft Dynamics CRM Online and SharePoint Online

As explained here: http://msdn.microsoft.com/en-in/library/gg334768.aspx

CRM online no longer requires you to use the list component in SharePoint for document integration. You can upgrade to this new feature called Server Side integration. The new server side integration no longer...

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11 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Planned
Ideas Administrator

Great feedback. Not in our current roadmap, but, we have made a strong case for this enhancement and we will do it again. Thanks

52

Remove the "Wrapping up" message from Outlook client when syncing mail

Every time an item (email/appointment etc) is tracked within Outlook using the Outlook client for CRM 2015 a dialog with a progress bar pops up saying, "Contacting CRM", followed by "Wrapping up". This takes away focus from the Outlook window (and anything else you're doing) and nothing can be...

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5 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Declined
Ideas Administrator

We are not planning any new enhancements to outlook client. However, our experience on new CRM app should be better. if you have any concerns, please let us know. Thanks for the feedback.

 

 

51

Enable the E-mail Router to process e-mails sent to distribution lists or aliases

Currently e-mail messages sent to distribution lists or aliases are discarded by the E-mail Router with the warning "NoRecipientMatch" because the list or alias address is not known to CRM. We suggest implementing an additional setting on the Mailbox entity to specify whether the E-mail Router...

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0 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Declined
Ideas Administrator

we are not enhancing email router any longer. Thanks for the feedback. if this applies to server side sync, you can file a separate request.

49

Track email from a Shared Mailbox using CRM for Outlook

PLease can you add the ability to track email from a Shared Mailbox using CRM for Outlook. Currently if you try to track an email from a Shared Mailbox you get the following error:
"Only items in the default Microsoft Outlook store can be promoted to Microsoft Dynamics CRM.Item Name=subjec...

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11 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
New
47

Feature enhancement: Ability to immediately Track email from Outlook and promote the email to CRM in server-side sync

Enhancement needs to be made so that as soon as the user clicks on "Track" in CRM from Outlook, the email is promoted to CRM in server-side sync, so that user can perform "Convert To" action to further edit the activity record in CRM.

In current state, as of April 2015, the "Convert...

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7 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Completed
Ideas Administrator

This was delivered previously. Let us know your feedback. Thanks

46

Allow filtering and sorting of related entity records in Word Templates

When creating Word Documents using a Document Template - allow filtering and sorting of the related records. If you are creating a Quote document you cannot sort using a sequence attribute or filter to only show a specific product type.

 

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5 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
New
46

Need an option to Enable or Disable the functionality of sending Test Email when Testing and Enabling mailbox.

Customer should have the ability to Enable or Disable the functionality of sending Test Emails when 'Testing and Enabling' a Mailbox while configuring Server Side Synchronization.

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3 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review
45

Print Preview from Outlook CRM record not available in 2013

The print preview is not visible if the record is opened from Outlook.

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4 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review
45

Print Preview from Outlook CRM record not available in 2013

When customer tries to print any record from Outlook client, Print Preview" option is missing.
The setting icon (on the right top) would be missing.It works fine in a web client.

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4 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review
45

Print Preview from Outlook CRM record not available in 2013

Since the upgrade, the option to print a form is not available when opened from outlook. If you open a form using the web, the print preview option is available and it prints all the information on the the form opened. If opened from outlook, the option is not there. There is no way to print t...

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4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Declined
Ideas Administrator

we not planning any enhancements to our outlook client. Thanks for your feedback