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 (924)

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

App for Outlook doesn't work with On-Premise

After applying the December 2016 update I have attempted to set up the App for Outlook.

When opening the app I see the ADFS login screen appear in a popup window. I complete the login details but am then just shown a blank web page instead, and the "Having trouble signing in?" message ...

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6 Comments

Read more... 6 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
New
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 (924)

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 (924)

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 (924)

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

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 (924)

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.

22

Looping Emails from Auto Replies (SSS) - identify case auto reply as an autoresponse

Looping Emails from Auto Replies (SSS)
This is to do with case creation rules sending out an auto reply. We can trigger an infinite loop of auto responses if we mail someone who has an auto reply rule set on their side too.

-Incoming email for a contact-------> Arrives in th...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

 I think this has been fixed. If you are still running into issues, please file support case and escalate. we will investigate. Thanks for your feedback.

22

Allow tracking of emails from outside of Outlook

CRM has taken major steps forward with server synchronization and being able to synchronize already tracked activities, but there is still a major gap--emails not sent from Oultook cannot be easily tracked. This is a major gap and should be addressed to complete the server sync story. Synchron...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

we delivered this with folder based tracking. Do you need any further improvements on this? Please let us know your feedback. Thanks for your feedback.

21

Unable to know whether the email is tracked or not while using Dynamics 365 for Outlook

We are unable to know if the email was being tracked in CRM, without going to each email. In Outlook Web App(OWA) we need go to the email, launch the little Dynamics icon to determine if the email is being tracked. There is also no notification on email in Ou...

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0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
New
21

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 (924)

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.