Siri to activate Dynamics to enable phone calls to be made and tasks to be recorded by voice
It would be great if my mobile sales team would be able to voice activate the dynamics app to either make phone calls, record notes etc. Using the system only makes it better, but without 'on the go' options for roving sales people, the admin does not happen, and therefore the system does not ...
Make Email Templates available before saving the email
Currently you are not able to access the email templates until after you have saved an email. This is confusing for users and does not match generally accepted emailing protocols. The insert signature and Insert Template options should be available before saving the record
Offline usage statistics
Today, there are no available statistics on the Offline usage, such as how much users use this functionality, for how long, which records have been created in offline mode and which not, what's the adoption level of offline, etc.
It would be very helpful to have this kind of statistics a...
Cannot add product lines in opportunity form (in both mobile and tablet) in Dynamics 365 App for phone
Cannot find + new product button in opportunity form in Dynamics App for Phone in both phone and tablet - we would like to have this feature as what we see in web version (in web version, it will pop up a new screen for user to select the product items (add) and change the value in editable gr...
Entity View in Mobile App should have feature to add columns and looking like UCI Web View
 Display list/grid views for entities instead of card view on Dynamics Sales mobile app
Tracking inbound appointments from Dynamics 365 mobile app
Our Sales team and Client teams often receive meeting invites from Clients, Prospects and Intermediary organisations to discuss work and also to enhance our strategic alliances. It would be very useful for our users to be able to track these inbound appointments from the mobile Outlook app int...
Cannot open PDF files in dyn 365 for phones and tables when are stored in sharepoint integration Android
Issue:
Customer has SharePoint integration setup and the files are storage there, so when customer wants to open a PDF file thru the Dyn 365 mobile application it shows two options, open with PDF reader of Drive and Chrome
If they Select PDF reader of Drive the systems try to open ...
Sales Hub Moble App support for application protection policies (MAM)
Our organization requires that all mobile applications use mobile application protection policies and this is enforced by conditional access policies. This means we are not able to use the Sales application on mobile devices. It is surprising that a product as impactful of Dynamics 365 does n...
Use Microsoft teams for outbound calls on Android
It will be great to have an option how to make calls from the sales app on Android always via the teams app. This way the calls always come from the same caller ID of the company instead of a personal mobile number
Include mobile phone number in Quick View on Dynamics 365 Sales mobile app
A contact record in Quick view currently includes 'Business Phone' only. Please can you add to, or replace 'Business Phone' with 'Mobile Phone'. With an increasing amount of remote and mobile working, mobile phone details are becoming more important than business/desk phone details. Thanks.
Administrator
Thank you for sharing the idea! We would like to let you know that it is already available.
To add and remove different fields please modify the Quick View Form - see relevant public documentation here.
Stay tuned to future app releases for more capabilities and exciting features.
The Dynamics Sales team