Create Sharepoint Document Location - although other location types are already in place
When working with Sharepoint Integration in Dynamics, usually a Sharepoint Document Location gets created automatically by the system when opening a record and selecting the "Documents" tab, if there is not already a Sharepoint Document Location in place. When a Document Location is already in pl...
Create setting to disable comments when using export to excel (PowerApps, Dynamics CE)
The export to Excel function fills comments in the Excel file like; "Lookup, This Segment record must already exist in Dynamics 365 or in the source file." for integration scenario's and sending these files to customers our customer would like to have a system setting to disable these comments wh...
OneNote - Hide the additional files in Dynamics
Having created a OneNote document in Dynamics 365 online a warning is displayed on the record's associated document grid stating "Shared files exist in multiple locations". Selecting to view All Document Locations as suggested by the warning it then shows an additional 4 OneNote files. These ...
Relative URL of Document Location to a Document Library
To be able to create a Sharepoint document location in which the relative URL is to a document library and to be able to associate this document location with an existing record. Currently if you do this, the Sharepoint connector shows all the content of the document library but it does not allo...
Ability to implement custom sort on personal word template view or categorize them into folders
The customer has over 50 Word templates under his personal word templates. As per this bug https://dynamicscrm.visualstudio.com/OneCRM/_workitems/edit/2044020 , looks like they are always ordered alphabetically and this can't be changed. They are also unable to create any system view for these t...
We need to be able to share records between Enterprise and Team License users
Today when we have users that have either an Enterprise license or a Team member license. We need to collaborate between the two, if user A with an Enterprise license wants to share an Account with user B who has an Team member license using just the URL via email it is not possible today as user...
Enable Teams Sharepoint Document Location
Hello, From several month we can use the button "Collaboration" to connect a Dynamics 365 record to a Teams Channel. By this way, you can upload a document throw Teams and find it in your Dynamics record on the "document" tab and vice versa. Unfortunalty, we can't display this document subgrid ...
Support Word Conditional Formatting in Document Templates
When creating Word Documents using a Document Template - please support conditional formatting defined in the Word Document. For instance, as Dynamics 365 Sales does not support Word templates with conditional formatting, we cannot configure an IF clause saying that if 'address1_line2' is empty,...
Assigning inquiry reason codes and security administration to selected or range of records
Future assigning inquiry reason codes and security administration to selected or range of records at inquiry and/or potential reports, may potentially efficientize record display or disclosure security or potential encryptions.
Ability to talk directly to the Dynamics 365 (Online) timeline from the Teams conversations tab
We want you to be able to send, receive and manage by linking the Dynamics 365 (Online) timeline from the Teams conversation tab.