2

Ability to sort emails in the timeline based on the date they have been received/sent

The idea is to have the ability to sort emails in the timeline of entities like Accounts, Contacts or Opportunities based on the date that they have been received/sent. At the moment, the tracked emails will be sorted based on the date of creation in Dynamics 365 (the date that they have been tra...

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

STATUS DETAILS
New
2

Server Side Synchronization for Email Integration with Multiple CRM Organizations and a Single Exchange Server

One of my customers has a Hybrid scenario of email integration with Dynamics 365 On Premise and Exchange Online. The Dynamics 365 On Premise has multiple organizations and he was using Email Router to connect it to Exchange On Premise earlier. Since they have moved from Exchange On Premise to Exc...

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

STATUS DETAILS
New
2

Attach file from connected Sharepoint site

Ability to attach documents from Sharepoint when creating new emails on a Case, Lead or Opportunity.

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

STATUS DETAILS
New
1

Dynamics 365 - Presenting Data not Guids and Option Sets in CDS through the api etc.

Hi there, One of the biggest issues I face as a power user is the ability to take Dynamics Data and immediately analyse it due to the Api returning Guids and Drop Down Codes rather than say, and Account Name and the drop down item selected. If we has an option to return this information, many...

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

STATUS DETAILS
New
1

Dynamics 365 Mobile Click to Dial to Microsoft Teams

When using Dynamics 365 on the desktop or on a tablet, and you attempt to make a call from a contact record, the system defaults to bringing up Microsoft Teams as the dialer, or its asks you what you would like to use. When using your mobile device, Dynamics 365 click to dial feature defaults to ...

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

STATUS DETAILS
New
1

Add Category to fields that can sync to Exchange, at least on appointments

Outlook has Category and so does Dynamics 365 Sales (and other D365 products, I would guess). We use specific categories for different types of appointments so that all users' calendars have the same color-coding. We currently pay for Riva Sync integration ($195 per user per year) just so we ca...

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

STATUS DETAILS
New
1

BUG: Document enabled entities cannot have duplicate names (Set additional setup to include at least one PKEY in naming convention of SharePoint document folder)

If you enable an entity for documents (SSS SharePoint online) it will use the entity name field to create the folder in the given site. However, if you have a duplicate name for a second record, the system cannot map the same document location (and you also do not want that) and the control to lo...

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

STATUS DETAILS
New
1

One Note Integrtion for all entities

One Note Integration would be Key for user adpotion, if you can take notes in OneNote and create CRM records using this information directly into the CRM. Being a Microsoft tool, it should be integrated.

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

STATUS DETAILS
New
1

Export To Data Lake

“Export to Data Lake” capability : 1. “Export to Data Lake” is no-database solution, which is good but there are below points need to consider from consumption perspective. From consumption point of view, current DataExportService solution is easy than Data Lake. 2. We still do not see soft ...

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

STATUS DETAILS
New
1

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.

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

STATUS DETAILS
New