5

Existing Office Groups can be searched only based on email address.

From a CRM perspective, the search looks only for match to email addresses, from what I can tell. The query is only on email.

CRM doesn’t even allow you to create a custom display name. It checks only for uniqueness, and email address is possibly the Primary key.

Read more...

0 Comments

Read more... 0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
5

Enable Office 365 Groups for Campaign Entity

We really would like the possibility to enable Office 365 Groups for campaigns.

Working in campaigns is typically a team effort in our company. Using Office 365 groups for this type of collaboration would be great since people for many disciplines are involved.

We were very glad ...

Read more...

0 Comments

Read more... 0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
4

Enable Teams Sharepoint Document Location

Hello, From several month we can use the button "Collaboration" to connect a Dynamics 365 record to a Teams Channel. By this way, you can upload a document throw Teams and find it in your Dynamics record on the "document" tab and vice versa. Unfortunalty, we can't display this document subgrid ...

Read more...

0 Comments

Read more... 0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
4

Support Word Conditional Formatting in Document Templates

When creating Word Documents using a Document Template - please support conditional formatting defined in the Word Document. For instance, as Dynamics 365 Sales does not support Word templates with conditional formatting, we cannot configure an IF clause saying that if 'address1_line2' is empty,...

Read more...

0 Comments

Read more... 0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
4

Enable TEAMS meeting creation within Dynamics 365 appointment

On create of an appointment in Dynamics it would be great haven the possibility to mark that appointment as Team meeting (including the link). The synchronization to outlook would be seamless. Customer provide feedback that they work with Dynamics within TEAMS. If the user creates in Dynamics (wi...

Read more...

0 Comments

Read more... 0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
4

Teams and D365 Omnichannel for incoming calls

You could integrate Teams and D365 Omnichannel for incoming calls. Example: A customer is calling and a D365 pop up window is coming up with all the related details. We would basically like to replace our existing third party telephony solution with Teams. So that an agent would see an incoming ...

Read more...

1 Comments

Read more... 1 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
4

Copy a contact from the CRM to the Outlook Contact list

Hi, At the minute, with Dynamics 365 for Outlook, you can see the list of your contacts in outlook and also you have the option to see all contacts in the CRM. However it is not posible to select a contact in the CRM and "download it" to your Outlook contact list. This would be a huge improvem...

Read more...

0 Comments

Read more... 0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
4

Word Templates to be created from more than just Parent and Child entities

When word templates are created if you are working from an opportunity, you can only go to child entities to pull in records. I would be really useful if you could pull in fields from any entity into the template, e.g. grand child entities, from contact or account entities

Read more...

0 Comments

Read more... 0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
4

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 * ...

Read more...

0 Comments

Read more... 0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
3

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 :)

Read more...

0 Comments

Read more... 0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New