Keep SharePopint setup after solution is published
When a SharePoint configuration is set on an entity, if a solution is published with this entity, the SharePoint configuration is lost for the entity and needs to be reactivated manually. An interesting evolution would be to keep the setting and avoid manually reactivation after a solution is pub...
Server Side Synchronization for Email Integration with Multiple CRM Organizations and a Single Exchange Server
One of my customers has a Hybrid scenario of email integration with Dynamics 365 On Premise and Exchange Online. The Dynamics 365 On Premise has multiple organizations and he was using Email Router to connect it to Exchange On Premise earlier. Since they have moved from Exchange On Premise to Exc...
PowerPoint templates
We would like to be able to create PowerPoint templates from Dynamics just like Word or Excel. Nowadays PowerPoint templates are more and more used in sales meetings with customers and it would be great if they could be automatically personalized with data from Dynamics :)
Open SharePoint Documents in CRM directly in the Desktop App
All CRM-Documents are opened in Word Online. Some features are only in the Desktop App but not available in Word Online (for example: Auto-texts, Quickparts). For the users it is not user-friendly, because after opening in Word Online they must explicitly click on “Open in Word” that they have t...
CRM - Sharepoint - Add deleted item to sps recycle bin
When deleting a file from SPS document location via CRM, the deleted item should be available in the sps recycle bin. Currently, when doing so the deleted item is not found in the recycle bin.
Ability to change team membership via MS Flow
Currently you can create teams via MS Flow but you cannot automate user team memberships. Please add the ability to add and remove users from Teams via MS Flow.
Watermark for Custom Field
Hi, We would like to have a watermark for a custom field in the word Template. Use case: When creating a quote, if the quote is not approved. I want a watermark field to show up as Approval Required or Draft before sending it to the customer. Thanks, Swetha
Make Email Invitations Optional
Issue of the CRM automatically sending out email invitations (via Outlook) for appointments logged in the CRM. We thought we had solved this problem by labelling the Required Attendees field as "Email Invite" and then just using the Optional Attendees field, although it seems this field also send...
Changing of the user from the "Owner" field in CRM appointment to trigger server-side synchrobization to the new user in Outlook calendar
If you create an appointment and change the owner this doesn't mean that it would be appear in the new owner's calendar. Appointments only sync to the calendars of the Outlook accounts which are part of the invitation. If the new owner is not included in the invitation, the appointment will not...
Compare 2 attributes in Web API filters
Currently the Web API allows filtering such as: $filter=revenue gt 100000 with the limitation that the left hand side of the equation must be an attribute and the right side of the equation a constant. The filter should allow comparison of 2 attributes such as: $filter=modifiedon gt createdon