29

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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5 Comments

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Category: Microsoft Office Integration (833)

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.

27

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.

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3 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review
Ideas Administrator

we will look into this again. thanks for your feedback.

27

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 ...

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for your feedback Not planning any enhancements to outlook client. I am not sure if this is even applicable any longer

27

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...

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6 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Planned
Ideas Administrator

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.

27

CRM- Set Regarding is limited to just one item (multi-regarding)

Many of our customers want the ability to create one email or activity, for example, to say a sales rep (contact) and have it relate to multiple accounts. When they send an email to this rep regarding company A, B and C; they would also like to see the email under the account cards for A, B an...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined
Ideas Administrator

Right now this is not on our roadmap. it requires investments in platform and our app. There are some challenges and is not easy. However, thanks for your feedback, we will see if we can bring it on our long term roadmap.

23

Ability to export the only selected records to excel from the current View

We are unable to export the only selected records from the current view.
It exports all the records that are showing on the current page, filtering the view is somehow limited.

Please have the ability to export the only selected records from the selected view to excel.

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
New
23

Server-side email syncrhonization should allow any pop3/smtp server

Currently the only supported pop3/smtp servers for servers-side syncrhonization in CRM Online are gmail and Yahoo. The restriction is hard-coded, i.e. UI will not accept any server addresses besides those for the 2 services above.

System should allow specifying any compliant pop3/sm...

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0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined
Ideas Administrator

we have no plans to support this since the support matrix is unpredictable and we do have a solution for hybrid now. Thanks for your feedback.

23

Missing metadata from SharePoint documents after enabling server based SharePoint integration

After enabling server based SharePoint integration, most of the metadata is missing from the SharePoint documents. For e.g.: the document type field, the date field are missing from the SharePoint documents in CRM 2013 online organization after enabling server based SharePoint integration.

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined
Ideas Administrator

we do not bring any sharepoint metadata. I am not sure I understand the scenario here. Are you losing SP metadata on documents. The document is still stored in SP. If you are having any issue, please file a support issue.

23

CRM integration with SharePoint Access level

Currently there is no way of passing CRM access levels down to SharePoint folder with the integration of the List component.

This should be a native function to allign access controls of CRM and SharePoint when using the List component.

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined
Ideas Administrator

This is not a trivial problem. The only options are - replicate permissions manually which will be hard to do. There is an ISV solution in the market with some limitations, you may want to explore it. We have no current plans to do a sync of security.

23

Document generation

Document generation, to generate a letter with only a couple button clicks on the server.

We really need a simple way to define templates and to generate a document based on this template on the server with only a couple of clicks.

There also should be an option to create...

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

This has been delivered since Ara or before. if you have any feedback please let us know about the feature and any improvement we can do in future.