Add an option to upload a macro excel
I cannot upload the excel file that is enabled for a macro. I can only have the standard excel template and Word template that are available for uploading CRM data.
Integration with Microsoft Teams
Microsoft Teams brings a new interesting way for collaboration and I believe it would be useful to have this functionality withing Dynamics 365, like we ha...
Existing Office Groups can be searched only based on email address.
From a CRM perspective, the search looks only for match to email addresses, from what I can tell. The query is only on email.
CRM doesn’t even allow you to create a custom display name. It checks only for uniqueness, and email address is possibly the Primary key.
Upload entity based documents to SharePoint Online under the existing folder
I would like to upload documents that are based on selected entities through CRM to SharePoint Online without creating the new folders and have these documents uploaded under the existing folders.
The existing folders I’m talking about here are those folders that are created befor...
Enable Office 365 Groups for Campaign Entity
We really would like the possibility to enable Office 365 Groups for campaigns.
Working in campaigns is typically a team effort in our company. Using Office 365 groups for this type of collaboration would be great since people for many disciplines are involved.
We were very glad ...
Ability to export the only selected records to excel from the current View
We are unable to export the only selected records from the current view.
It exports all the records that are showing on the current page, filtering the view is somehow limited.
Please have the ability to export the only selected records from the selected view to excel.
Mass Update of records via Excel
The ability to export a group of records, such as contacts or accounts, modify entire columns in order to support an updated grouping or filter, and then re-import the updated records would be valuable to users and to support departments.
- Teams which had inconsistently used CRM re...