9

Keep SharePopint setup after solution is published

When a SharePoint configuration is set on an entity, if a solution is published with this entity, the SharePoint configuration is lost for the entity and needs to be reactivated manually. An interesting evolution would be to keep the setting and avoid manually reactivation after a solution is pub...

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New
4

Replicate permissions from Dynamics 365 to Sharepoint Document Management

We have implemented out of the box Sharepoint Online integration for Document Management with Dynamics 365. Currently, we have to maintain user access, and security permissions to Sharepoint document locations completely separate from the permissions that are set up in Dynamics 365. There are 3...

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New
3

Open SharePoint Documents in CRM directly in the Desktop App

All CRM-Documents are opened in Word Online. Some features are only in the Desktop App but not available in Word Online (for example: Auto-texts, Quickparts). For the users it is not user-friendly, because after opening in Word Online they must explicitly click on “Open in Word” that they have t...

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New
3

Outlook Recurring Task sync with Dynamics for Sales

When will outlook recurring task synchronization with Dynamics for Sales be available?

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New
3

Allow URL Redirection for Sales Mobile Application

In order to align URL for CRM application we have created a redirection. For example our company name is OneCORP. So instead to use the Microsoft standard URL https://OneCORP.crm4.dynamics.com they will be using https://crm.onecorp.com. But unfortunately this redirection is not working with Mobi...

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New
2

Server Side Synchronization for Email Integration with Multiple CRM Organizations and a Single Exchange Server

One of my customers has a Hybrid scenario of email integration with Dynamics 365 On Premise and Exchange Online. The Dynamics 365 On Premise has multiple organizations and he was using Email Router to connect it to Exchange On Premise earlier. Since they have moved from Exchange On Premise to Exc...

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New
2

PowerPoint templates

We would like to be able to create PowerPoint templates from Dynamics just like Word or Excel. Nowadays PowerPoint templates are more and more used in sales meetings with customers and it would be great if they could be automatically personalized with data from Dynamics :)

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New
2

Interactive Dashboard - Time Frame

Currently Time Frame is only possible for historical or up to 3 months into the future (this quarter) in the best case. Long term opportunities do not benefit from this dashboard (as well creating another new date does not help either) Suggestion (for admin and users) * Next 3, 6, 12 months * ...

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New
1

Set the order of recurring items in word template

Whenever you create a word template from a record, you cannot set the order in which recurring items need to be displayed. Let say for example when you create a word template from an invoice and you have product bundles. The products inside the bundle are not shown under te parent product of that...

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New
1

Sorting Activities / Notes on document Templates

We have a need to print Opportunity records for meetings. We accomplish this using document templates, however, we need to show the Notes from the timeline on this document template. When we add the notes to the template they sort in order of oldest first, however, it is more convenient if thes...

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Category: Productivity/Office Integration (21)

STATUS DETAILS
New