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.
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?
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 ...
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...
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...
Hide specific options that are displayed in the hover over menu for the "see-colleagues-who-are-viewing-same-records-as" feature.
When the following feature is enabled one can see which users are currently viewing the same record.
Allow change of recorded audio announcement on Teams calling in CE
Allow change of recorded audio announcement on Teams calling in CE
The recorded announcement is very generic and doesnt allow changing to a customised recording. We'd like to be able to change the audio for our customers
TEAMS Dialer: Possibility to turn OFF autimaticaly created phone call activities
When there is an incoming phone call and TEAMS DIALER is enabled the system creates automatically a phone call activity, as soon as you accept the call.
The same behaviour happens, when you're making an outgoing phone call and the person picks up the phone.
Th...
Bring back the old task integration in outlook
- Entering a task under an Account or Contact, the only info that flows to Outlook is Subject and Due Date. It doesn't give any context regarding the regarding Account or Contact. In the old dynamics 365 for outlook, this was possible.
- Updating the due date of a task doesn't flow to...
STATUS DETAILSNew
Dynamics 365 Entity Integration in SharePoint Site
IT would be awsome to have a Dynamics 365 sales entity integration in a SharePoint site, so users can view on our intranet SharePoint site what is happening in the application side - like Dashboard, Views, Entity Forms. It would be like a outlook integration (Addin or Viva Sales) but in ShareP...