2

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.

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Category: Collaboration including Teams and Office 365 Integration (58)

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 (58)

STATUS DETAILS
New
2

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.

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas 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.

 

1

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.

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Category: Collaboration including Teams and Office 365 Integration (58)

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 (58)

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 (58)

STATUS DETAILS
New
1

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...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
1

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.

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
1

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...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
0

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...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New