Full Teams phone integration in Dynamics 365 Sales
For Dynamics 365 Sales (for Desktop) a first integration with teams phone system has been introduced
On the Desktop we are missing:
- browser window with dialer opens even if browser is closed
- if browser window is minimized or in background it should pop into foreground
STATUS DETAILSNew
Creat PDF Mobile APP Sales
although you have the "Create PDF" option in the Sales app, the feature doesn't work. We are starting to use app mobile for our sales team and this is an important feature so that we can generate a good experience for our customers and sales team.
Dark Mode for Dynamics 365 Apps
Ability to add multiple products on mobile app
Currently only one product can be added at a time to an opportunity from the mobile device. With the improved functionality and ease of use to add multiple products on the web, it would be beneficial for the users to have the same capability to add multiple products using their phone.
Enable / disable sitemap entries for mobile apps
The "Client" selection in the sitemap still contains the old Outlook Client options but not an option to disable a certain entry for the mobile app only.
Availability of modification the ( + ) button in Dynamics 365 Sales mobile.
The ( + ) button (Create quick view forms) in Dynamics 365 Sales for mobile is not able to be modified. For all other Quick view forms this is possible.
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...
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...
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.
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 + ...
Administrator
Thank you, as Kristian Lilkin mentioned below, the option to modify the + button exists today. Feel free to suggest other ideas, and stay tuned to future app releases for more capabilities and exciting features.
The Dynamics 365 Sales mobile team