8

Uploaded file should go to the correct folder in SharePoint.

When we generate a "Quote" from an "Opportunity", the uploaded file in the "Quote" is currently being sent to the "Opportunity" folder in SharePoint. This file should instead be directed to the folder where it was uploaded, specifically, the "Quote" folder in this case.

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
8

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

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
8

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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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Completed
Ideas 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

7

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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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Needs Votes
7

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.

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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
6

About the ability to use DisplayBarCode in Word template

Word template does not currently support field codes such as DisplayBarCode.

The availability of field codes improves the user experience.

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
6

We need to be able to share records between Enterprise and Team License users

Today when we have users that have either an Enterprise license or a Team member license. We need to collaborate between the two, if user A with an Enterprise license wants to share an Account with user B who has an Team member license using just the URL via email it is not possible today as user...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Needs Votes
6

Feature to bulk-edit multiple values on CSV format file

There is no such a feature to bulk-edit multiple values on CSV format file of [Accounts] entity view exported from Dynamics 365 (online). It would be user friendly if there is the feature to bulk-edit multiple fields and then import the edited CSV format file into the Dynamics 365 (online) enviro...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Needs Votes
6

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...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Needs Votes
6

Upload entity based documents to SharePoint Online under the existing folder

I would like to upload documents that are based on selected entities through CRM to SharePoint Online without creating the new folders and have these documents uploaded under the existing folders.

The existing folders I’m talking about here are those folders that are created befor...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.