4

Enable Teams Sharepoint Document Location

Hello, From several month we can use the button "Collaboration" to connect a Dynamics 365 record to a Teams Channel. By this way, you can upload a document throw Teams and find it in your Dynamics record on the "document" tab and vice versa. Unfortunalty, we can't display this document subgrid ...

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

STATUS DETAILS
New
4

Support Word Conditional Formatting in Document Templates

When creating Word Documents using a Document Template - please support conditional formatting defined in the Word Document. For instance, as Dynamics 365 Sales does not support Word templates with conditional formatting, we cannot configure an IF clause saying that if 'address1_line2' is empty,...

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

STATUS DETAILS
New
1

Assigning inquiry reason codes and security administration to selected or range of records

Future assigning inquiry reason codes and security administration to selected or range of records at inquiry and/or potential reports, may potentially efficientize record display or disclosure security or potential encryptions.

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

STATUS DETAILS
New
10

Ability to talk directly to the Dynamics 365 (Online) timeline from the Teams conversations tab

We want you to be able to send, receive and manage by linking the Dynamics 365 (Online) timeline from the Teams conversation tab.

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

STATUS DETAILS
New
4

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

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 (58)

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 (58)

STATUS DETAILS
New
2

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 (58)

STATUS DETAILS
New
4

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 (58)

STATUS DETAILS
New