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 (43)

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.

23

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 (43)

STATUS DETAILS
New
15

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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1 Comments

Read more... 1 Comments

Category: Collaboration including Teams and Office 365 Integration (43)

STATUS DETAILS
New
14

Integration with Microsoft Teams

Microsoft Teams brings a new interesting way for collaboration and I believe it would be useful to have this functionality withing Dynamics 365, like we ha...

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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (43)

STATUS DETAILS
New
12

Directly designate "To" on Outlook by using Dynamics 365 record's address

Because of Microsoft Dynamics 365 App for Outlook, "To" on the app can be designated by using records on Dynamics 365 from both Outlook on the web and Outlook client. However, this behavior only applies Microsoft Dynamics 365 App for Outlook, not directly both of Outlook on the web and Outlook c...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (43)

STATUS DETAILS
New
9

Feature to integrate Office 365 products with Japanese Dynamics 365 (online) by foreign tenant user

Currently, there is no such a feature of accessing to both foreign tenant and Japanese tenant by one user account. If we can access to both foreign and Japanese tenant by one user and if we can integrate Japanese Dynamics 365 (online) and Office 365 products (Outlook, SharePoint, Yammer, Teams, e...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (43)

STATUS DETAILS
New
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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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (43)

STATUS DETAILS
New
8

Ability to set multiple records to a Party List field(To, CC, resources etc) during an Excel Import

Currently we are only able to set one record on a Party List field like "TO/CC" on emails and "resources" on Service Activities during a Excel Import. It would be useful if we are able to specify multiple records for a Party List field during an import using a delimiter. Example record1;record2;...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (43)

STATUS DETAILS
New
7

Teams integration behavior change.

The current behavior is that when you enable a Teams integration in one of the organizations , it is being enabled for every organization in the tenant. This is leading to organizations(companies) that are not supposed to have the integration to be able to connect to Dynamics via Teams. This is n...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (43)

STATUS DETAILS
New
7

Synchronise security across Microsoft Teams and Dynamics 365

Microsoft Teams and Dynamics combined represent an amazing platform for collaborative selling, however for any customer who needs controlled access to Dynamics opportunities (i.e. any customer in a regulated industry, selling to competing customers, using confidential information or just needing ...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (43)

STATUS DETAILS
New