41

Incoming MS Teams Call recognizes D365 Sales contact.

If there is an incoming call via MS Teams, D365 contact (e.g. through or within teams) should open with the number and the contact details of the dailer (Account/Company, Opportunities, Activities,Website ...). After the call an activity is documented. This should also be possible for missed call...

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4 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
Completed
Ideas Administrator
Hi, thank you for the idea. This feature has now been implemented and is in preview. Please refer to the section 'Receive calls through teams' for more details here : https://docs.microsoft.com/en-us/dynamics365/sales/call-using-
microsoft-teams

Thanks,
Revathi Sankar
PM, D365 Sales
40

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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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
Needs Votes
38

Ability to export the only selected records to excel from the current View

We are unable to export the only selected records from the current view.
It exports all the records that are showing on the current page, filtering the view is somehow limited.

Please have the ability to export the only selected records from the selected view to excel.

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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
Needs Votes
30

Mass Update of records via Excel

The ability to export a group of records, such as contacts or accounts, modify entire columns in order to support an updated grouping or filter, and then re-import the updated records would be valuable to users and to support departments.

- Teams which had inconsistently used CRM re...

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7 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in 9.0 .

Please refer to the following link for more information:

 

Sincerely,

PM,

Microsoft.

25

Feature that columns locked in Dynamics 365 cannot be edited via Excel import

Currently, it is possible to edit records of locked columns in Dynamics 365 by Excel import.

This is because the client (Dynamics 365) logic does not apply to Excel.

However, from an end-user's perspective, it seems strange that locked columns can be edited via import.

We thi...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
New
24

TEAMS Dialer: Possibility to turn OFF autimaticaly created phone call activities

When there is an incoming phone call and TEAMS DIALER is enabled the system creates automatically a phone call activity, as soon as you accept the call.


The same behaviour happens, when you're making an outgoing phone call and the person picks up the phone.


Th...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
New
24

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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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
Needs Votes
22

Restoration of the "Export Selected Records" feature in SharePoint document grid

As of 1/12/2022, the SharePoint document grid in Dynamics 365 Online had an "Export Selected Records" feature.

Thanks to this feature, only selected SharePoint document records could be exported.

However, on 1/17/2022, this feature was hidden.

So, if we want to export SharePo...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
New
21

Feature for guest users to search for other tenant users on Teams

This Ideas is related to the following Microsoft Ideas:

https://experience.dynamics.com/ideas/idea/?ideaid=20dee30e-8d9c-ed11-9ac4-0003ff45ac2b


*Assumptions: User from tenant B is a guest user in tenant A and access the BC environment in tenant A.

In case of teams ...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
New
21

Feature to set tabs on custom entities that can display SharePoint documents

With the release of the new feature, the Contact, Opportunity, Lead, and Account entities can now be referenced on the "File" tab in addition to the "Related" tab when viewing documents on the subgrid.


https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamic...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (107)

STATUS DETAILS
New