20

TEAMS Dialer: Possibility to turn OFF autimaticaly created phone call activities

When there is an incoming phone call and TEAMS DIALER is enabled the system creates automatically a phone call activity, as soon as you accept the call.


The same behaviour happens, when you're making an outgoing phone call and the person picks up the phone.


Th...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
20

Feature to download SharePoint document files in Dynamics 365 Online

If we want to download a SharePoint document file that is currently displayed in the Dynamics 365 Online sub-grid, we will need to open the file or go to the linked SharePoint site once.

[Export Document], which is displayed in the Dynamics 365 Online subgrid, just a feature to download ...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
20

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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5 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
18

Create Sharepoint Document Location - although other location types are already in place

When working with Sharepoint Integration in Dynamics, usually a Sharepoint Document Location gets created automatically by the system when opening a record and selecting the "Documents" tab, if there is not already a Sharepoint Document Location in place. When a Document Location is already in pl...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
17

Allow sorting of SharePoint documents in Dynamics CE

Allow sorting of document lists inside of Dynamics. Currently a throttling limit exceeded error message is displayed. Users should be able to sort documents from a record in Dynamics.

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
17

Integration with Microsoft Teams

Microsoft Teams brings a new interesting way for collaboration and I believe it would be useful to have this functionality withing Dynamics 365, like we ha...

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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Completed
Ideas Administrator

We have delivered this integration.

16

Support Word Conditional Formatting in Document Templates

When creating Word Documents using a Document Template - please support conditional formatting defined in the Word Document. For instance, as Dynamics 365 Sales does not support Word templates with conditional formatting, we cannot configure an IF clause saying that if 'address1_line2' is empty,...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
16

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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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
16

Open SharePoint Documents in CRM directly in the Desktop App

All CRM-Documents are opened in Word Online. Some features are only in the Desktop App but not available in Word Online (for example: Auto-texts, Quickparts). For the users it is not user-friendly, because after opening in Word Online they must explicitly click on “Open in Word” that they have t...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
15

I would like the ability to move from Dynamics 365 to the Teams desktop app.

Currently, there is no function to move from Dynamics 365 to Teams, the desktop application, and this behavior is not supported, so the screen transition can only be made to the web version of Teams.

Therefore, we would like to have the ability to move from Dynamics 365 to the Teams desk...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New