35

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 (832)

STATUS DETAILS
Planned
Ideas Administrator

Duplicate of another idea submission. On our roadmap

33

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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4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (832)

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.

32

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

Outlook ? CRM ???????????????? Dynamics CRM Online ?????????????????????????????????????????????????????????????????????????

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

Read more... 1 Comments

Category: Microsoft Office Integration (832)

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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4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (832)

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 (832)

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

30

Mass Update of records via Excel

The ability to export a group of records, such as contacts or accounts, modify entire columns in order to support an updated grouping or filter, and then re-import the updated records would be valuable to users and to support departments.

- Teams which had inconsistently used CRM re...

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7 Comments

Read more... 7 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in 9.0 .

Please refer to the following link for more information:

 

Sincerely,

PM,

Microsoft.

28

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.

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8 Comments

Read more... 8 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Completed
28

CRM- Recurring Activities

In the same way that Appointments now support recurrence in CRM 2011, add this same capability for Service Activities.

Many service-based businesses require recurring service appointments.

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8 Comments

Read more... 8 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Completed
28

CRM- Recurring Activities

Functionality of Outlook, why not in Microsoft CRM..

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8 Comments

Read more... 8 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Completed
28

CRM- Recurring Activities

Be able to create recurring task.

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8 Comments

Read more... 8 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Completed