3

Need to limit user access on uploaded SharePoint documents based on security role

We want to be possible to :

restrict the access of some users to already uploaded documents in Share Point based on security roles.


What we mean by this is –

a. User A with lower security role (like Sales user) should be able to see only documents uploaded by him

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
5

Auto Follow Email from App for Outlook Email Engagements

Email Engagements allows the ability to follow emails. This only happens automatically when sending emails directly from Dynamics. When a user is in App for Outlook, this has to be done manually, only after you have selected to track this record. If you use any type of automatic tracking for i...

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
2

Programmatically link a Team and D365 record using the Collaborate feature

Through the Enhanced Collaboration Experience with the D365 App (Enhanced Collaboration for Microsoft Teams with Dynamics 365 app | Microso...

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
2

Excel Dynamic Work Refresh

Currently with the replacement of CRM client for Outlook. Common users struggle with this cumbersome workaround


 

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
20

Feature to download SharePoint document files in Dynamics 365 Online

If we want to download a SharePoint document file that is currently displayed in the Dynamics 365 Online sub-grid, we will need to open the file or go to the linked SharePoint site once.

[Export Document], which is displayed in the Dynamics 365 Online subgrid, just a feature to download ...

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
21

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...

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
2

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

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
22

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...

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
10

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 ...

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
2

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.

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New