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Dynamics 365 team member license OOB security role

Create an out-of-the-box security role for the new Team Member license that customers can apply to users that only have the Team Member license. A stretch goal would be to automatically apply the security role to those users.

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
0

Dynamics 365 Sales and Sharepoint Security Synchronization

In a CRM with Sharepoint Server-Based Integration Enabled, documents that are added in Sharepoint through CRM do not respect the CRM Security Mode. As an actual example, if a user A adds a document to an account which user B does not have access to, he will still be able to see the document in Sh...

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
0

Authentication Mode in Exchange On-Prem to Dynamics 365 Sales Online SSS

In an Exchange On-Premise to Dynamics 365 Sales Online Server Side Synchronization Hybrid scenario, the only available Authentication Mode in Exchange is Basic. More secure authentication methods should be made available for this integration, as Basic authentication might not be compliant with a ...

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
0

Delegation Features with both Outlook App and Full Client

With server side sync delegation of emails is possible. However Delegation of appointments is still a gap with Dynamics 365 for Outlook.

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
Ideas Administrator
This is planned to be available by end of Q1 in Calendar year 2018.
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Dynamics 365 App for Outlook - Ability to convert email to other entity type

Ability to convert emails to case/Opportunity is not possible in Dynamics 365 App for Outlook. It works in Dynamics 365 for Outlook.

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
Ideas Administrator
This has been added to the backlog
0

Appointment Tracking Capabilities

For customers who are using Outlook on Mobile devices and are CRM users as well, they do not have any capability to track appointments. This is very important for field users

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
0

View Email in CRM - Poor productivity

View email in CRM (incoming): Once tracked, the user would like to open the email activity in CRM to view the details and have access to other CRM functions within the web UI. User must wait for an unspecified length of time for the synch to complete, then open the regarding or contact first, the...

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
Ideas Administrator
This is scheduled to be release this month.
0

Dynamics 365 App for Outlook - Custom Email Fields

Ability to populate custom email fields (outgoing draft): Once tracked (draft email), the user would like to populate other custom CRM fields before sending.

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
Ideas Administrator
This is planned to be released by Q1 end of Calendar year 2018
0

Dynamics 365 App for Outlook - Ability to differential tracked vs untracked emails

In the current version of App for Outlook, there is no way to see which emails are tracked and which are not by looking at the email list.

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
Ideas Administrator
This is scheduled to be rolled out by end of Q1 2018 Calendar year
0

App for outlook -Productivity Enhancement with Tracing

Currently within Dynamics 365 for Outlook, Buttons are visible on the ribbon and all context menus to always be at hand for use. Makes it easy and encourages user to record info in CRM. Within the app, it is a 2 step process to open the app pane (if internet is slow, then takes some time), then v...

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
Ideas Administrator
This is scheduled to be released by Q1 end of Calendar year 2018