2

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...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
1

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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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
6

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...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
1

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 ...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
1

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...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
3

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 ...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
1

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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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
17

Function for checking the number of exported excel data on audit log.

Customers expecting to know the number of exported excel data on audit log. This Function will be needed to provide support in terms of security management.

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
4

Copy a contact from the CRM to the Outlook Contact list

Hi, At the minute, with Dynamics 365 for Outlook, you can see the list of your contacts in outlook and also you have the option to see all contacts in the CRM. However it is not posible to select a contact in the CRM and "download it" to your Outlook contact list. This would be a huge improvem...

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New
1

One Note Integrtion for all entities

One Note Integration would be Key for user adpotion, if you can take notes in OneNote and create CRM records using this information directly into the CRM. Being a Microsoft tool, it should be integrated.

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Category: Collaboration including Teams and Office 365 Integration (54)

STATUS DETAILS
New