Mail Merge with Conditional Statements
Hi I used to use Dynamics 2013 and office 2013 and I was able to use conditional statements to mail merge certain phrases, symbols, checkbox or images onto a word form based on the values within Dynamics. Salesforce and avoided Zoho are able to do this with MS word without any issue, but with ...
Teams Integration shoudl capture outgoing calls in CRM
Log outgoing Teams calls to account and contact timeline When placing a call through the teams app within Dynamics CRM the activity should be automatically logged in the Contact and Account timeline.
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...
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;...
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 ...
Reduce the number of sign-ins for guest users when using Teams in Dynamics 365
When a guest user engages with Teams within Dynamics 365, they are prompted to sign in for each action.
The use of Teams for guest users in Dynamics 365 is currently not supported, but we would like to see improvements due to the frequent requests for sign-in, which are inefficient for ...
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...
Allow transfer of calls within Teams calling for CE
Teams calling within CE does not allow a transfer of the current call, only answer/dial/hangup. Can this basic telephony function be enabled
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 * ...
Add an option to upload a macro excel
I cannot upload the excel file that is enabled for a macro. I can only have the standard excel template and Word template that are available for uploading CRM data.
Administrator
Thanks for the feedback. This feature released as part of the 2022 Wave 1 release:
Create and join a Teams meeting from an appointment - Power Apps | Microsoft Docs