Feature to set tabs on custom entities that can display SharePoint documents
With the release of the new feature, the Contact, Opportunity, Lead, and Account entities can now be referenced on the "File" tab in addition to the "Related" tab when viewing documents on the subgrid.
https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamic...
Show Teams presence when Assigning records in Dynamics
When I assign a record in Dynamics, I want to be able to see the user's Teams presence
Restoration of the "Export Selected Records" feature in SharePoint document grid
As of 1/12/2022, the SharePoint document grid in Dynamics 365 Online had an "Export Selected Records" feature.
Thanks to this feature, only selected SharePoint document records could be exported.
However, on 1/17/2022, this feature was hidden.
So, if we want to export SharePo...
Teams: Switch Apps from within Teams
We have tried to encourage our staff to access Dynamics via Teams; however, we have staff constantly switching between the SALES app and the MARKETING app. When in Teams, you can't do this: you MUST use a Browser. As such, to encourage and promote Teams/Dynamics integration, you need to be able ...
Share Point Associated Grid
In Share Point Integration Document Associated grid would be very useful and timesaving to be able to drag different documents between the folders.
Sharepoint integration - document location folder name is not supporting characters
Hi all, Document locations entities (eg : relative URL) are not supporting special characters. It's blocking, as Sharepoint integration is not worrking properly. Repro Steps - • Navigated to Document Management -> SharePoint Sites • Click on Default Site. • Once it opens in a new window, clic...
Multiple Default Sites for Share Point Integration
It's possible to have only one default sites with Share Point Integration as per the moment. We have multiple customers requesting to have more than one as an options. We think that this could be very useful. And when record is created to be able to choose which site to go on with. Or if possibl...
Ability to create Teams Meeting for a Dynamics 365 Appointment
Need an option to create Teams Meeting from Dynamics 365 itself. Currently there is no OOB way to do it. It will be good if we have the option to create it.
Edit field values on D365 for the documents stored in SharePoint
I have connected with SharePoint site on Dynamics 365 and I added a column for tagging the documents on SharePoint. However, the value of that newly created column can only be edited when I open the SharePoint. Instead, I would like to change the value on Dynamics 365, without opening the SharePo...
Track Dynamics 365 Teams Integration Adoption through differentiation of connection method
We are tracking adoption metrics by tracking daily connections to Dynamics 365. We are on the verge of opening the Teams integration, and are convinced that this will improve adoption and traffic. In order to track this more easily, we would have to see this connection method in a different way...