34

custom activity type option on tracked meeting

When tracking an appointment in when using the Outlook App w/ server-side sync in D365, there is the option to creat a related activity.  In this case, you can create a Task, Appointment or Phone Call.  It would be great if you could include all activity types, but more specifically,...

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5 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
34

CRM 2016 | When generating (Export) a Word document and using a multiple lines of text field that contains multiple lines of text, the text is generated as a single line of text

On 2016 Environment
Create a new Account record, enter the mandatory fields
In description text box enter the text in format
1
2
3
4
5
6
Abc
XYZ
Save the Account record,
Click the ellipses and click Word Template --> Account Sum...

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3 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for your feedback. we will look into this.

34

Display subfolders in server-side sharepoint

When you enable server side sharepoint integration with Dynamics CRM, subfolders in the document folder are not displayed. This is a big limitation

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2 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
Planned
Ideas Administrator

Duplicate of another idea submission. On our roadmap

34

CRM keeps acting strange with server-side synchronisation and Email Router settings

Using server-side synchronisation and Email Router on CRM Online never seems to work correctly, and it is rather unstable.
Customers keep getting an error message such as 'An error occurred while creating the incoming email "xxx" in Microsoft Dynamics CRM for the mailbox ', and there has ...

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (882)

STATUS DETAILS
Completed
Ideas Administrator

we have done many reliability improvements for server side sync in last 2 years. If you are still have issues with reliability, please file support requests and escalate them. we will look into them.

33

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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2 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
Declined
Ideas Administrator

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

32

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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4 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
31

Dynamics 365 App: Convert Email to Case

Please add the ability to convert an email into a case. You can currently create a new case using the app, but having the ability to track the email and auto populate fields from the email in a single click to create a case would be a logical step.

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2 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
31

"The e-mail below might contain script or content that is potentially harmful and has been blocked" is always displayed

Outlook 用 CRM クライアントから送信したメールを Dynamics CRM Online 上で確認すると、「下記の電子メールは、問題を起こす可能性があるスクリプトや内容を含むので、ブロックされました。」というメッセージが常に表示される。

When I see e-mail that sent from Microsoft Dynamics CRM 2013 for Outlook, "The e-mail below might contain script or content that is potentially harmful and ha...

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1 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
Under Review
Ideas Administrator

we will investigate this. Thanks for the feedback.

30

Server Side Sync: Mailbox gets disabled when Exchange Online service interruptions occur

Our customers have a CRM queue with a linked Exchange Online mailbox which receives e-mails from the company website to process by using Server Side Synchronization.
We noticed that sometimes, after running for a few weeks correctly, the e-mail processing stops suddenly (but this doesn't...

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (882)

STATUS DETAILS
Completed
Ideas Administrator

Duplicate of another suggestion. We have made many improvements to reliability in last 2 years. if you are still having issues, please file support cases and escalate, and we will investigate. Thanks for your feedback

30

Quick Create from Outlook Client

The Quick Create menu is not available from CRM for Outlook. Users want to have Quick create in Outlook to provide a consistent user experience when switching between web and Outlook.

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (882)

STATUS DETAILS
New
Ideas Administrator

Thank you for your feedback. We are re-categorizing this feedback to get it in front of the right team.

 

Sincerely,

Neeraj Nandwana

PM, Microsoft