Change Microsoft Teams dialer behavior to allow set up the notifications
The Microsoft Teams dialer functions similarly to a Microsoft Teams client within Dynamics 365, which is a great feature. However, end users are typically connected to both the Microsoft Teams app and Dynamics 365. When they receive an incoming call, they get two different notifications: one f...
Team Dial call is navigating to Teams application when start the call from CRM
Team Dial call is navigating to Teams application when start the call from CRM when applied customization
Make Copilot for Sales available in Outlook Mobile
It would be beneficial to have Copilot for Sales functionality available in Outlook Mobile like it's in new Outlook and Outlook OWA.
Uploaded file should go to the correct folder in SharePoint.
When we generate a "Quote" from an "Opportunity", the uploaded file in the "Quote" is currently being sent to the "Opportunity" folder in SharePoint. This file should instead be directed to the folder where it was uploaded, specifically, the "Quote" folder in this case.
Prefiltering on connected chats
Can we go back to showing the chats connected to a record - prefiltering against record has disappeared for me.
Make "Dynamics 365" connector in Teams support shared channels
In a same Teams, I created a standard, a private and a shared channels. When I try to add "Dynamics 365" app in each of them ("+" button in tabs area), "Dynamics 3365" is available in standard and private channel but not shared one.
Same from Dynamics, I see only private and standard cha...
Save sales meeting summary to crm(dynamics or salesforce)
I want to save the M365 copilot's meeting summary to CRM(salesforce or dynamics) with the click of a button in the Teams meeting summary screen.
OneDrive/Sharepoint folders instead of documents
In Sales, using documents and sharepoint integration its really painful and slow.
I suggest solution where its possible manually to link certain folders in OneDrive with Opportunity, Customer etc.
It would be allot more faster to have section to see relevant folders and to quickly...
MS Teams channel post can be added via Lookup Field to a Competitor
Via Lookup field in MS Teams, Channel posts can be added to many D365 Sales and Marketing entities, except Competitors.
If we click in MS Teams on a message (channel post) - we can assign it with a Regarding field to Dynamics 365. Around 36 entities are available, like Accoun...
no idea