Ability to change team membership via MS Flow
Currently you can create teams via MS Flow but you cannot automate user team memberships. Please add the ability to add and remove users from Teams via MS Flow.
Attach file from connected Sharepoint site
Ability to attach documents from Sharepoint when creating new emails on a Case, Lead or Opportunity.
Open up PDF generation capability to all entities
Currently, the application allows PDF documents to be generated based on standardized templates for quotes. It would be great if this can be enabled on all entities - including custom ones.
Assigning inquiry reason codes and security administration to selected or range of records
Future assigning inquiry reason codes and security administration to selected or range of records at inquiry and/or potential reports, may potentially efficientize record display or disclosure security or potential encryptions.
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 ...
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 ...
Ability to limit export to excel for specific entity in CRM.
In Dynamics CRM, we have permissions in security role to enable export to excel for our CRM users. Whereas in certain business cases, the organization would really want to enable user to user to use export to excel for limited entities based on business confidentiality. It would be nice if we ha...
CRM - Sharepoint - Add deleted item to sps recycle bin
When deleting a file from SPS document location via CRM, the deleted item should be available in the sps recycle bin. Currently, when doing so the deleted item is not found in the recycle bin.
Sorting Activities / Notes on document Templates
We have a need to print Opportunity records for meetings. We accomplish this using document templates, however, we need to show the Notes from the timeline on this document template. When we add the notes to the template they sort in order of oldest first, however, it is more convenient if thes...
Teams integration, file location nameing
Hi I have sucessfully enabled Teams intagration and set up Teams-Collaboration on an Opertunity. When I try to work on documents on this Opertunity in teams this fails. After some invetigatein this I see that the url Teams is using for the document library in SharePoint is in English. Our Team...
Administrator
Thank you for your feedback. We would like to update you that Custom entity support for PDF document generation this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-document-workflows-enhanced-pdf-capabilities for Dynamics 365 for Sales for details.
Sincerely,
Paramita Chatterjee
PM, Microsoft.