Ability to export the only selected records to excel from the current View
We are unable to export the only selected records from the current view.
It exports all the records that are showing on the current page, filtering the view is somehow limited.
Please have the ability to export the only selected records from the selected view to excel.
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...
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...
Feature to bulk-edit multiple values on CSV format file
There is no such a feature to bulk-edit multiple values on CSV format file of [Accounts] entity view exported from Dynamics 365 (online). It would be user friendly if there is the feature to bulk-edit multiple fields and then import the edited CSV format file into the Dynamics 365 (online) enviro...
Teams and D365 Omnichannel for incoming calls
You could integrate Teams and D365 Omnichannel for incoming calls. Example: A customer is calling and a D365 pop up window is coming up with all the related details. We would basically like to replace our existing third party telephony solution with Teams. So that an agent would see an incoming ...
Set the order of recurring items in word template
Whenever you create a word template from a record, you cannot set the order in which recurring items need to be displayed. Let say for example when you create a word template from an invoice and you have product bundles. The products inside the bundle are not shown under te parent product of that...
Dynamics 365 Mobile Click to Dial to Microsoft Teams
When using Dynamics 365 on the desktop or on a tablet, and you attempt to make a call from a contact record, the system defaults to bringing up Microsoft Teams as the dialer, or its asks you what you would like to use. When using your mobile device, Dynamics 365 click to dial feature defaults to ...
Add Category to fields that can sync to Exchange, at least on appointments
Outlook has Category and so does Dynamics 365 Sales (and other D365 products, I would guess). We use specific categories for different types of appointments so that all users' calendars have the same color-coding. We currently pay for Riva Sync integration ($195 per user per year) just so we ca...
Teams Integration shoudl capture outgoing calls in CRM
Log outgoing Teams calls to account and contact timeline When placing a call through the teams app within Dynamics CRM the activity should be automatically logged in the Contact and Account timeline.
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