21

Make Outlook Synchronization and auditing play together better

Outlook contact synch and auditing don’t play well together. If you have a bunch of outlook users and they are synching their contacts every 15 minutes, it creates an audit record for each contact every time in synchs, even if nothing is changing. This overloads the audit table.

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0 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

Not sure if this is relevant any longer. if you see a problem with server side sync, please file a separate suggestion. Thanks for the feedback.

21

64-Bit Outlook 2010 CRM Client

Suggestion-
Microsoft Office CRM Connector for 64Bit Office 2010

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2 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

duplicate of another feedback item. thanks for the feedback. 64 bit outlook client exists since 2011

21

CRM- Set Regarding is limited to just one item

I would like to see the Regarding field of an Activity able to reference multiple records from multiple entity types.

For instance, if a user makes a phone call during which they dicuss an Account, several Opportunities and couple of Cases, when setting the regarding field for this ...

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5 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

This is a duplicate of another suggestion for "multiple set regarding". we will look into this to be added to our long term roadmap.

20

CRM 2011 Outlook client View : Not Sorted Alphabetically

CRM 2011 IE Views sorted alphabetically working okay but CRM 2011 Outlook Views they seems to sorted on created on date rather than alphabetically.

Please refer attached document for more details on this issue

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4 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

we are not planning any new enhancements to outlook client.

18

Ability to hide some of the entities that are shown in the Set Regarding feature in Dynamics 365 for Outlook

It would be nice to hide some of the entities that are displayed when a user clicks [Set Regarding] to open a system view.

 

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0 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
18

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

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0 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Planned
Ideas Administrator

Great feedback. we have heard it before. we will consider it in future.

18

Automatic email attachments transfer from CRM to SharePoint

Whenever an email is put on "Set regarding" or "Track" in CRM, the corresponding email attachment is stored in CRM as well. However, it would be much better, if the email attachment would be stored automatically in SharePoint instead.

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3 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
18

Emails in Outlook that have URL links to CRM entities should open in the Outlook browser

This might only be a problem with CRM 2011 IFD and the Outlook Client

When you use the feature to "E-mail a link" to another CRM user, that link will open an IE browser window, instead of the integrated outlook browser. This causes the user to have to login again.

What is...

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1 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

This may not be relevant any longer. Thanks for your feedback

18

CRM SharePoint integration

Provide the ability to configure MSCRM so that when items such as mails that contain an attachment are tagged in CRM the document is stored in a SharePoint document library rather than in the CRM database.

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1 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
Ideas Administrator

Great feedback. we will look into this for future roadmap. we have proposed this before, but, was deprioritized compared to the other investments. we will try to bring it back again for review for long term roadmap.

17

All clients using Chrome and CRM with SharePoint integration are not abe able to add new documents through the list component

Issue:
Users need to access CRM through Chrome browser.
They have SharePoint Integration.
When accessing the Documents associated with the record and clicking on the menu New > Document or New > Folder they have a pop up error and the actual window doesn't open.


Environment...

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0 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New