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...
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...
Appointments synchronize immediately by the Dynamics 365 App for Outlook
Appointments synchronize immediately by the Dynamics 365 App for Outlook.
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 ...
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...
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.
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.
To be able to pin specific MS Teams channels to a Dashboard
With the integrated MS Teams collaboration that we now have in Dynamics Sales, it would be great if there was a way to pin a few Teams channels to a Dashboard element. Or to have a Teams chat panel element you could add onto a Dashboard linked to a specific channel.
Post @ functionality for Custom Entities
Please allow Post @ users functionality to be brought to custom entities! Only functional in OOTB entities and we have many custom entities our users would love to be able to tag each other on and collaborate more closely.
Import from Excel - Allow lookup fields to be loaded via company of the record
Situation: A multi company environment, where there are companies A and B.
Records can be created for different companies, identified via the company field.
When uploading a record via the 'Import from Excel' functionality, the company field can also be uploaded.
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.