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 (90)

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
38

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 (90)

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 (90)

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 (90)

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.

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 (90)

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 (90)

STATUS DETAILS
New
19

Function for checking the number of exported excel data on audit log.

Customers expecting to know the number of exported excel data on audit log. This Function will be needed to provide support in terms of security management.

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (90)

STATUS DETAILS
Needs Votes
18

Feature to download SharePoint document files in Dynamics 365 Online

If we want to download a SharePoint document file that is currently displayed in the Dynamics 365 Online sub-grid, we will need to open the file or go to the linked SharePoint site once.

[Export Document], which is displayed in the Dynamics 365 Online subgrid, just a feature to download ...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (90)

STATUS DETAILS
New
18

Create Sharepoint Document Location - although other location types are already in place

When working with Sharepoint Integration in Dynamics, usually a Sharepoint Document Location gets created automatically by the system when opening a record and selecting the "Documents" tab, if there is not already a Sharepoint Document Location in place. When a Document Location is already in pl...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (90)

STATUS DETAILS
Needs Votes
18

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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4 Comments

Read more... 4 Comments

Category: Collaboration including Teams and Office 365 Integration (90)

STATUS DETAILS
Needs Votes