2

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...

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Category: Mobile Application (66)

STATUS DETAILS
Under Review
2

Mobile app long press open link option

On iOS device in the Dynamics 365 app for Phones mobile application, there is an open a link option that displays when long-pressing a record in a list view --grid or subgrid.


It would be nice if this actually opened the Dynamics link in a browser. Currently, when trying the o...

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Category: Mobile Application (66)

STATUS DETAILS
New
2

Add "scan business card" to new Sales App (as it still is with the full dynamics app)

Please add the scan business card feature on leads and contacts in the quick create form of the sales app - as it is in the former/full dynamics mobile app.

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Category: Mobile Application (66)

STATUS DETAILS
Needs Votes
2

iPhone app Limitation Issue

Customer reported this issue with the D365 App for Outlook and iPhone app with their environment. When you navigate down to Member Contacts and select the ellipses (...) and select + New, it will allow you to add a new contact. Now if you navigated to the bottom of Contacts selected ... and + ...

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Category: Mobile Application (66)

STATUS DETAILS
Needs Votes
2

Support for running Reports

Our sales team create quotes in D365 and run a report to generate the quote pdf to send to the customer. Running a report is currently unavailable in the mobile app. This would be a great feature to have and not only for quotes but for other entities too. Many thanks Jason

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Category: Mobile Application (66)

STATUS DETAILS
Needs Votes
2

Add support to manage N:N relationships in mobile offline

Currently the mobile app has read-only capabilities for N:N relationships. We're missing the ability to add new N:N associations while in offline mode. That is a big deal breaker for customers who are trying to migrate from the Outlook COM add-in to the mobile application.

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Category: Mobile Application (66)

STATUS DETAILS
Needs Votes
1

Set Dashboard as Home Screen

My users would like to set their default dashboard as their Home Screen in the Sales mobile app just like it is in the website. It would be great to start with if it just picked that setting up from their Personalization Settings, and then add the ability to change that in the app later.

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Category: Mobile Application (66)

STATUS DETAILS
New
1

Update month names when scrolling calendar on mobile

Update the name of the month in CRM mobile calendar when scrolling the weeks right or left.


Today:

Enter Meetings section at the bottom ribbon of the Sales app.

Scroll dates to the left or right.

Expected result - Month indication in the uppe...

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Category: Mobile Application (66)

STATUS DETAILS
New
1

Phone app that tracks, registers and trsnscribes calls

Need to track, register and transcribe phone calls from mobile phones.

Most Sales Reps use mobile phones on the field to do and receive customer calls. Need to automate the regestry and transpriptions without ot with minimal human effort.

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Category: Mobile Application (66)

STATUS DETAILS
New
1

Include Teams Dialer in Mobile App

We would like to see the Teams Dialer integrated in the mobile Dynamics 365 sales app.

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Category: Mobile Application (66)

STATUS DETAILS
New