3

Outlook Recurring Task sync with Dynamics for Sales

When will outlook recurring task synchronization with Dynamics for Sales be available?

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Category: Productivity/Office Integration (9)

STATUS DETAILS
New
3

Allow URL Redirection for Sales Mobile Application

In order to align URL for CRM application we have created a redirection. For example our company name is OneCORP. So instead to use the Microsoft standard URL https://OneCORP.crm4.dynamics.com they will be using https://crm.onecorp.com. But unfortunately this redirection is not working with Mobi...

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0 Comments

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Category: Productivity/Office Integration (9)

STATUS DETAILS
New
2

Replicate permissions from Dynamics 365 to Sharepoint Document Management

We have implemented out of the box Sharepoint Online integration for Document Management with Dynamics 365. Currently, we have to maintain user access, and security permissions to Sharepoint document locations completely separate from the permissions that are set up in Dynamics 365. There are 3...

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1 Comments

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Category: Productivity/Office Integration (9)

STATUS DETAILS
New
1

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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0 Comments

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Category: Productivity/Office Integration (9)

STATUS DETAILS
New
0

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: Productivity/Office Integration (9)

STATUS DETAILS
New
0

Give tutorials for the trial of Dynamic 365. Tell people that Marketing is not included

At the same time, tell your technicians that if a client opens a ticket for a trial version of Dynamic 365, that they do NOT have the full version and it functions very differently. Even just a basic tutorial is all that trial people need. I don't expect to be running massive campaigns. I just wa...

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0 Comments

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Category: Productivity/Office Integration (9)

STATUS DETAILS
New
0

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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0 Comments

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Category: Productivity/Office Integration (9)

STATUS DETAILS
New
0

Outlook Appointment Synch Functionality

The appointment synch from Outlook to Dynamics 365 for sales/CRM has had functionality change. When appointments are created in Outlook and synched to CRM via synch filters, then the users decide they no longer want to synch appointments and turn the filter off, it cancels all future appointments...

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0 Comments

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Category: Productivity/Office Integration (9)

STATUS DETAILS
New
0

Mobile office profiles that allow filtering on user look-up fields

User look-up fields are not available for filtering when developing a mobile offline profile and defining which records in an asset a users can pull down for offline use. If you organization does not have individuals as the owners on accounts and contacts and instead uses a Team as an owner,...

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0 Comments

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Category: Productivity/Office Integration (9)

STATUS DETAILS
New