Copilot for Sales - Relationship for dependant lookups not honoured in Outlook
In D365 CE, we have custom Sector and Segment tables which have a lookup for each on our Account and Opportunity forms. The Sector and Segment have a relationship between them where you have many Segments linked to a Sector. The Segment field is locked via a business rule until the Sector is p...
Feature to Open Shared Records Directly from Dynamics 365 Notifications in Teams
When a Dynamics 365 record is shared, a notification is sent to Microsoft Teams.
However, users cannot currently open the shared record directly from the Teams notification. Instead, they must open Dynamics 365 separately in a web browser or another supported client and manual...
Did you accidentally break the D365 for Teams App or just forget to tell us you were deprecating the feature?
When opening the D365 for Teams App, or clicking on a tab already added to a Teams channel I now get the error message "Model Apps are not supported in Teams". Apparently this was deprecated on 1 May 26. Were you going to advertise this? Or just let us find out? Why is the D365 App for Teams ...
Socail Bar displaying on SharePoint Online Home Pages
Social Bar displaying on SharePoint Online Home Pages
Currently, only normal modern pages will display the "Social bar" ("Like", "Views", "Save for later"). Home pages do not have this capability. They only have a "comments" section, but not a "Social bar" section, and this ...
customizable card for teams calling
The preview feature for teams recognizing incoming caller is great but could be better if the card is customizable to include the associated records (Parent Account).
https://learn.microsoft.com/en-us/dynamics365/sales/call-using-microsoft-teams
Currently, the
Regarding the use of TeamsPhone
I would like to be able to use TeamsPhone in a customized model-driven app so that call details (such as call logs and conversation content) can be saved.
In Dynamics 365 (Sales Hub), when Teams calls, real-time transcription, and call analytics summary are enabled and the record...
Microsoft Teams Integration with Dynamics 365 App doesn't populate the Rich text Editor field
The Rich Text Editor field is doesn't populate as rich text editor field, rather it populates as normal text when the record is opened from the Dynamics365 Apps in Microsoft Teams.
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On premise Dynamics 365 CRM and SharePoint Online Intgeration
Dynamics CRM on-premises version 9.1 and SharePoint online integration is no longer functioning as expected.
Microsoft currently provides the following documentation for configuring the integration:
On-Premises CRM to SharePoint Online setup:
Copilot for Sales - Limitation when saving inline attachments in an email to CRM
Hi Dynamics 365 community,
Currently, Copilot for Sales (C4S) doesn't provide full support with saving inline attachments, such as images or files that are displayed or pasted in the body of an email to CRM apps. For your reference: ht...
Ability to select a hotline number from the Teams dial pad within the Dynamics 365 Teams Dialer integration
When using MS Teams application, a hotline number dropdown is available before the user place the call. This is a important feature specially for those who want to have a single number recognized by customers.
In D365 Teams Dialer integration, the dropdown selection is not av...