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 (58)

STATUS DETAILS
New
18

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 (58)

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 (58)

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 (58)

STATUS DETAILS
New
14

Directly designate "To" on Outlook by using Dynamics 365 record's address

Because of Microsoft Dynamics 365 App for Outlook, "To" on the app can be designated by using records on Dynamics 365 from both Outlook on the web and Outlook client. However, this behavior only applies Microsoft Dynamics 365 App for Outlook, not directly both of Outlook on the web and Outlook c...

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

STATUS DETAILS
New
2

Appointments synchronize immediately by the Dynamics 365 App for Outlook

Appointments synchronize immediately by the Dynamics 365 App for Outlook.

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

STATUS DETAILS
New
6

Mail Merge with Conditional Statements

Hi I used to use Dynamics 2013 and office 2013 and I was able to use conditional statements to mail merge certain phrases, symbols, checkbox or images onto a word form based on the values within Dynamics. Salesforce and avoided Zoho are able to do this with MS word without any issue, but with ...

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

STATUS DETAILS
New
1

Export To Data Lake

“Export to Data Lake” capability : 1. “Export to Data Lake” is no-database solution, which is good but there are below points need to consider from consumption perspective. From consumption point of view, current DataExportService solution is easy than Data Lake. 2. We still do not see soft ...

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

STATUS DETAILS
New
2

Teams Integration shoudl capture outgoing calls in CRM

Log outgoing Teams calls to account and contact timeline When placing a call through the teams app within Dynamics CRM the activity should be automatically logged in the Contact and Account timeline.

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

STATUS DETAILS
New
3

Word Templates to be created from more than just Parent and Child entities

When word templates are created if you are working from an opportunity, you can only go to child entities to pull in records. I would be really useful if you could pull in fields from any entity into the template, e.g. grand child entities, from contact or account entities

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

STATUS DETAILS
New