12

Reduce the number of sign-ins for guest users when using Teams in Dynamics 365

When a guest user engages with Teams within Dynamics 365, they are prompted to sign in for each action.

The use of Teams for guest users in Dynamics 365 is currently not supported, but we would like to see improvements due to the frequent requests for sign-in, which are inefficient for ...

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
15

Difference between Teams on Dynamics 365 and Microsoft Teams app about searching users

Currently, there is a difference between Teams on Dynamics 365 and Microsoft Teams app about searching users.

On Teams on Dynamics 365, if "User Type" is empty on users regarding Microsoft Entra ID, user is not searched.

In addition, user search behavior is different depending on p...

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
1

To be able to pin specific MS Teams channels to a Dashboard

With the integrated MS Teams collaboration that we now have in Dynamics Sales, it would be great if there was a way to pin a few Teams channels to a Dashboard element. Or to have a Teams chat panel element you could add onto a Dashboard linked to a specific channel.

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
1

Post @ functionality for Custom Entities

Please allow Post @ users functionality to be brought to custom entities! Only functional in OOTB entities and we have many custom entities our users would love to be able to tag each other on and collaborate more closely.

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
15

I would like the ability to move from Dynamics 365 to the Teams desktop app.

Currently, there is no function to move from Dynamics 365 to Teams, the desktop application, and this behavior is not supported, so the screen transition can only be made to the web version of Teams.

Therefore, we would like to have the ability to move from Dynamics 365 to the Teams desk...

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
1

Import from Excel - Allow lookup fields to be loaded via company of the record

Situation: A multi company environment, where there are companies A and B.

Records can be created for different companies, identified via the company field.


When uploading a record via the 'Import from Excel' functionality, the company field can also be uploaded.

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
1

Edit in Excel Online without the Export to Excel Permission

It is an all or nothing role to be able to edit in Excel online - The export to Excel permission. Any way to only allow the open in Excel Online feature?

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
21

Feature for guest users to search for other tenant users on Teams

This Ideas is related to the following Microsoft Ideas:

https://experience.dynamics.com/ideas/idea/?ideaid=20dee30e-8d9c-ed11-9ac4-0003ff45ac2b


*Assumptions: User from tenant B is a guest user in tenant A and access the BC environment in tenant A.

In case of teams ...

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
25

Feature that columns locked in Dynamics 365 cannot be edited via Excel import

Currently, it is possible to edit records of locked columns in Dynamics 365 by Excel import.

This is because the client (Dynamics 365) logic does not apply to Excel.

However, from an end-user's perspective, it seems strange that locked columns can be edited via import.

We thi...

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
2

Notify a User when at Mentioned in a Post

Currently, you are able to at mention users in a Post within the timeline of a record but the only way the user would know, is if they consistently check What's new (which our CRM users do not). It would be nice if the user was somehow notified of the at mention. (in app notifications or Teams...

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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New