33

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...

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2 Comments

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
4

Word Templates to be created from more than just Parent and Child entities

When word templates are created if you are working from an opportunity, you can only go to child entities to pull in records. I would be really useful if you could pull in fields from any entity into the template, e.g. grand child entities, from contact or account entities

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
2

Dynamics 365 - Presenting Data not Guids and Option Sets in CDS through the api etc.

Hi there, One of the biggest issues I face as a power user is the ability to take Dynamics Data and immediately analyse it due to the Api returning Guids and Drop Down Codes rather than say, and Account Name and the drop down item selected. If we has an option to return this information, many...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
2

BUG: Document enabled entities cannot have duplicate names (Set additional setup to include at least one PKEY in naming convention of SharePoint document folder)

If you enable an entity for documents (SSS SharePoint online) it will use the entity name field to create the folder in the given site. However, if you have a duplicate name for a second record, the system cannot map the same document location (and you also do not want that) and the control to lo...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
2

Open up PDF generation capability to all entities

Currently, the application allows PDF documents to be generated based on standardized templates for quotes. It would be great if this can be enabled on all entities - including custom ones.

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

Thank you for your feedback. We would like to update you that Custom entity support for PDF document generation this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-document-workflows-enhanced-pdf-capabilities for Dynamics 365 for Sales for details.

Sincerely,
Paramita Chatterjee
PM, Microsoft.