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...
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.
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...
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.
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...
Sharepoint mapping
I would like to mapping, in contact forms, Sharepoint sites already exist. When you use Sharepoint before Dynamics you have created Site and library. So I would like to integrate this existing library in the tab "file" in contact form. Thanks
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.
Watermark for Custom Field
Hi, We would like to have a watermark for a custom field in the word Template. Use case: When creating a quote, if the quote is not approved. I want a watermark field to show up as Approval Required or Draft before sending it to the customer. Thanks, Swetha
Make Email Invitations Optional
Issue of the CRM automatically sending out email invitations (via Outlook) for appointments logged in the CRM. We thought we had solved this problem by labelling the Required Attendees field as "Email Invite" and then just using the Optional Attendees field, although it seems this field also send...
Changing of the user from the "Owner" field in CRM appointment to trigger server-side synchrobization to the new user in Outlook calendar
If you create an appointment and change the owner this doesn't mean that it would be appear in the new owner's calendar. Appointments only sync to the calendars of the Outlook accounts which are part of the invitation. If the new owner is not included in the invitation, the appointment will not...
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.