15

Add ‘track’ button on Mobile App to track Emails in CRM

When Server-side Sync is enabled and a user is trying to tack Emails that are sent from mobile Apps such as Outlook for iPhone / Android and Microsoft Dynamics CRM App for iOS, currently a user is unable to trac...

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3 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
15

Users would like to trace Excel Export Log

One of my customers would like to track down when, by who and which data has been generated from the history log.
We currently have the similar function but it is not convenient.

Product Version : 2016

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0 Comments

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Category: Microsoft Office Integration (924)

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,

Narinder Singh

PM, Microsoft

15

Problem with timestamp in the Social Pane

The activities seem to be sorted by the modified date. But it also seems that reassigning accounts and contacts sets the modified date for historical activities causing them to bubble up to the top which isn't appropriate. Any ideas of how to fix this when I've got tens of thousands of activ...

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3 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
15

CRM Contact picture synchronization with Outlook

Synchronize Contact picture to Outlook Contact.

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2 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
15

In Outlook it's not possible to set filter for the addressbook only to active contacts

In the Outlook addressbook I want to see only active contacts. The problem our clients have is to identify the active and inactive contacts (no field available in the Outlook addressbook). I tried a lot, even with the CRM Client Outlook (and offline) filter settings but had no success.

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5 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
15

Outlook Ribbon should 'hide' entities that aren't available to the user.

User has no permissions to the 'Lead' entity but the "Lead" button still appears in the Outlook Ribbon.


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2 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
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

Read more... 6 Comments

Category: Microsoft Office Integration (924)

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 (924)

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 (924)

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

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review