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 (833)

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 (833)

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

Outlook Appointment/Email/Task tracking by delegates

We have a lot of users who give their assistants full access to their Mailbox/Calendar and they would like to entitle them to track appointments/emails for them as well. The owner of the tracked activity should then be the Owner of the Mailbox (not the assistant who pushed the track-button).

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0 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for the feedback. we will investigate this.

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 (833)

STATUS DETAILS
New
17

Decreasing Outlook startup time by moving cachefiles from %localappdata% to %appdata%

Outlook 2013 With CRM 2013 and roaming profiles creates up to 2 minutes delay opening Outlook.

The delay is caused by writing the the cachefiles in %localappdata%\Microsoft\MSCRM\Client once each logon.

This is percieved by the users as a hanging situation, and we reciev...

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4 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined
Ideas Administrator

 

We are not planning any enhancements to outlook client. Thanks for the feedback. I believe this only happens for roaming profile scenarios.

17

Lync integration in forms of Dynamics CRM 2013

[Enhancement request]
- Enhancement for Lync integration in forms of Dynamics CRM 2013 or Dynamics CRM Online Fall ‘13

[Problem]
- Lacking Lync integration in forms of Dynamics CRM 2013
- Previously Dynamics CRM 2011 has that functionality but it has gone in pas...

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2 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined
Ideas Administrator

I am not sure where Skype for Business integration is missing. if there is a phone number we can launch Skype or SfB click to call. Please let us know.

17

Field-Mapping between CRM-Contacts an Outlook-Contacts customizeable

A lot of customers wish to customize the mappings between crm an outlook. once more than the standard fileds, twice cutom flieds to be mapped.

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2 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review
17

CRM use SharePoint as content / document plattform for archive

1. WorkFlows Provision Client Sites and Assign users, provision Dashboards prepoulated with SSRS Reports KPIs and Guages, if clients meets the criteria..
2. All CRM Workflows to support the SharePoint Integration
3. SSAS and Report Models by industry
4. OCSR2 Integration for Scr...

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2 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

Duplicate we have SP integration since CRM 2011.

16

CRM 2016 On Premise - Export over 6,000 records returns error

CRM On premise version 2016 (8.0.0.1088). User tries to export more than a 6,000 records from CRM as a static or dynamic worksheet.
CRM will not respond and returns an error. Error log from server's Event Viewer:

The Web Service plug-in failed in OrganizationId: 52d3bf6a-7eba-...

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3 Comments

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Category: Microsoft Office Integration (833)

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,

Venky

PM, Microsoft

16

Open SharePoint document in Dynamics CRM Online

When you integrate Microsoft Dynamics CRM Online with SharePoint, you need to open related Sharepoint document by following steps;

1. Log on to Dynamics CRM Online
2. Go to Sales > Opportunities
3. Open any Opportunity
4. Click on "Documents" menu hidden in blue header menu on...

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0 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New