1

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...

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

STATUS DETAILS
New
12

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...

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0 Comments

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

STATUS DETAILS
New
1

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.

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0 Comments

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

STATUS DETAILS
New
1

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...

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0 Comments

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

STATUS DETAILS
New
1

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...

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0 Comments

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

STATUS DETAILS
Needs Votes
18

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...

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

STATUS DETAILS
Needs Votes
1

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...

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

STATUS DETAILS
Needs Votes
1

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 ...

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

STATUS DETAILS
New
12

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...

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0 Comments

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

STATUS DETAILS
Needs Votes
2

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...

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

STATUS DETAILS
Needs Votes