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...
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,...
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
Duplicate of another idea submission. On our roadmap
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 ...
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.
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...
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
CRM- Recurring Activities
Allow recurring tasks (not just appointments) to be created with various frequencies (weekly, monthly, quarterly, annualy, bi-weekly etc. Similar to the fuctionality built into Outlook tasks.
Favorites in Outlook
(Background: In the 4.0 Client, we taught users to drag their most commonly used areas of CRM into the Outlook 'Favorites' folder. I understand the reason we lost this in the 2011 client is due to a bug in Outlook that doesn’t look like it’ll be resolved in Office 2010.- This is a ...
Thanks for your feedback Not planning any enhancements to outlook client. I am not sure if this is even applicable any longer
Mail Merge - Automatically Create Activities
A CRM user has the option to create Letter Activity records when they execute a mail merge. The customer has a legal department requirement that all mail merge documents must be tracked in CRM. They need to most efficiently modify CRM to always create these mail merge Letter Activities instead...
we will not invest in current mail merge, but, we will look into new server side document generation and if we can create an activity for the document that is created.
CRM 2015 0.2|End users do not want to see 'Wrapping Up� popup at all when tracking email in Outlook
End users of company- 'broadridge' do not want to see 'Wrapping Up’ popup at all when tracking email in Outlook.
we will look into this again. thanks for your feedback.
Ability to set Excel Export privilege on entity level
It would be really great if we have a simple way to change Export privilege on entity level.
For some entities, users do not wish to export them. We need a simple way to disable or enable the ability to export privilege on entity level.
Product Version : 2016 and others
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Paramita Chatterjee
PM, Microsoft.
Administrator
Thanks for your feedback. we will look into this.