15

Parameter based Folder creation with SharePoint integration

Real world shows that there are multiple users. Users are managing CRM while managers are looking at documents and reports.

I would not present the one folder option to a manager and say find the folder based on hundreds of folders.

I'm currently using field based parameters in...

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6 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
Under Review
15

From Outlook - Convert Email to Case

If I track an email and then click on the Convert To Case button in the Outlook 2010 ribbon it will create the case but the original email is not linked to the newly created case.

If I select the email and click View In CRM and then choose the Convert To Case button, it will create...

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3 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
Declined
Ideas Administrator

we are not planning any new enhancements. The behavior in CRM app for outlook is different. Are you able to do the actions now correctly in the app.

15

'Select From List' and 'previous'/'next' form navigation do not work in the Outlook form

Select a view that contains several records in the CRM2011 Outlook client then open a record. The form shows the 'Select From List' and 'Previous' / 'Next' record controls but they are disabled. This works great in the web client but appears broken/disabled in the Outlook client.

This i...

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3 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
Under Review
15

CRM - Need a Preview Pane for Activity and History

Need a Preview Pane for Activity and History. The preview pane could show the body of an email or the body of an activity without opening each email or activity one at a time.

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (882)

STATUS DETAILS
Under Review
14

CRM 2015 0.2 | End users wants to add a OK button when they see 'Wrapping Up’ popup upon tracking email in Outlook.

End users of company- 'Giro' wants to add a 'OK' button when they see 'Wrapping Up’ popup upon tracking email in Outlook.

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1 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
Declined
Ideas Administrator

Duplicate suggestion

14

Emails with rich text formatting saved in CRM that have an attachment at the first line get saved as attachments

Every email that is saved in CRM that has rich text formatting and has an attachment on the first line will get saved as attachments in CRM and not displayed as normal email activity.

It is happening on every version of CRM.

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0 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
14

Drag & Drop Emails From Outlook to CRM (In Browser) to 'Set Regarding'

'Set Regarding' can be tedious. Especially when using the Outlook dialog box to navigate to the correct CRM record.

Often users will work in both Outlook and CRM (in the browser) simultaneously. This works particularly well when users have two monitors.

Rather than having to nav...

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0 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
14

Contact merge impact on Outlook contacts - indicate 'Inactive' status of CRM contact in Outlook.

If a contact created by a user in Outlook is promoted to CRM - and is subsequently merged with another contact in CRM - the original Outlook contact shows no indication it's linked to an inactivated/replaced record -

Consequently, the user will not receive updates from the 'surviving' ...

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1 Comments

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Category: Microsoft Office Integration (882)

STATUS DETAILS
Under Review
14

Sharepoint document locations security causing issues in CRM

We have a custom entity that has 2 document locations associated with it. Certain groups can read/write documents to both locations, but other users can only read one of the locations. We cannot find a way to force the sort of the document locations to always show the one common location on ...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (882)

STATUS DETAILS
Under Review
14

Extend and customize the CRM to Outlook tracked contact field mappings

Please allow us the ability to customize CRM to Outlook mappings, we'd like to be able to:
- Choose which fields get sent up to CRM when a contact is tracked
- Choose and alter which fields in outlook sync to fields on the CRM Contact
- Disable certain field mappings between CRM & t...

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (882)

STATUS DETAILS
Under Review