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 * ...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
4

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: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
3

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 ...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
3

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

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
3

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: Collaboration including Teams and Office 365 Integration (54)

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 :)

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Category: Collaboration including Teams and Office 365 Integration (54)

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: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
2

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...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
2

Appointments synchronize immediately by the Dynamics 365 App for Outlook

Appointments synchronize immediately by the Dynamics 365 App for Outlook.

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
2

Azure Data Lake integration with Dynamics 365 CE - exporting columns feature

1. The exported csv files contains only data and column information would be in model.json. 2. Export to data lake writes data in CDM format (https://docs.microsoft.com/en-us/common-data-model/) and the information about attributes/column is stored in model.json. You can use CDM SDK to read model...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New