41

Incoming MS Teams Call recognizes D365 Sales contact.

If there is an incoming call via MS Teams, D365 contact (e.g. through or within teams) should open with the number and the contact details of the dailer (Account/Company, Opportunities, Activities,Website ...). After the call an activity is documented. This should also be possible for missed call...

Read more...

4 Comments

Read more... 4 Comments

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

STATUS DETAILS
Completed
Ideas Administrator
Hi, thank you for the idea. This feature has now been implemented and is in preview. Please refer to the section 'Receive calls through teams' for more details here : https://docs.microsoft.com/en-us/dynamics365/sales/call-using-
microsoft-teams

Thanks,
Revathi Sankar
PM, D365 Sales
30

Mass Update of records via Excel

The ability to export a group of records, such as contacts or accounts, modify entire columns in order to support an updated grouping or filter, and then re-import the updated records would be valuable to users and to support departments.

- Teams which had inconsistently used CRM re...

Read more...

7 Comments

Read more... 7 Comments

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

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in 9.0 .

Please refer to the following link for more information:

 

Sincerely,

PM,

Microsoft.

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...

Read more...

1 Comments

Read more... 1 Comments

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

STATUS DETAILS
Completed
Ideas Administrator

We have delivered this integration.

8

Enable TEAMS meeting creation within Dynamics 365 appointment

On create of an appointment in Dynamics it would be great haven the possibility to mark that appointment as Team meeting (including the link). The synchronization to outlook would be seamless. Customer provide feedback that they work with Dynamics within TEAMS. If the user creates in Dynamics (wi...

Read more...

1 Comments

Read more... 1 Comments

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

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. This feature released as part of the 2022 Wave 1 release:

Create and join a Teams meeting from an appointment - Power Apps | Microsoft Docs