SharePoint base integration to be able to update records automatically.
SharePoint base integration to be able to update records automatically. example: If a Lead is converted to Opportunity or Account, the current integration does not pick up this change and all future files are continued to be stored in the initial SharePoint location. It will be a great advantage...
Quick find/Advanced search enabled functionality for documents created with server-based integration of SharePoint with Dynamics 365 CE
When server-based integration is enabled between Dynamics 365 CE and SharePoint it is not possible to search for documents with using out-of-the-box quick find or advanced find features of Dynamics 365 CE. We want that feature to be enabled in the future releases without need of custom iframe or ...
Ability to select whether to synchronize which entity between Dynamics 365 for Outlook and Dynamics 365 (online)
Dynamics 365 for Outlook can select which synchronized fields should be displayed. But by default, appointment, contact and task are all synchronized with Dynamics 365 for Outlook. It would be ideal if Dynamics 365 for Outlook can select which entity the users want to synchronize. For example,...
In Outlook for CRM add-in (the new one), show tracking status of email across ALL users in the org, not just current user
Not having visibility into when an email is already tracked by another user in the org represents an incredible regression in functionality from the prior version (i.e. hieavier COM add-in). Until I see a better explanation of this design decision, I actually consider this a bug. Here�s why: Th...
Email Notification of all the Message center's message
It�d be nice to have a functionality to get email notification of all the Message center's message about Dynamics 365.
Feature of importing the exported Excel file even if something is updated on Dynamics 365 after exporting it from [Excel Export]
When exporting Excel, if something is updated on Dynamics 365 side before importing, [Modified date] on C column is mismatched, so it cannot be imported. It should be imported if Dynamics 365 side is updated. The reason why the customer submitted this request is that the customer plans to set Re...
Ability to display other user's [Calendar]
Currently, user own [Appointment] is only displayed on [Calendar] on Dynamics 365 (Online) It would be great if other user's [Calendar] can be displayed just like Outlook Calendar.
Ability to sync tasks that are created in outlook into CRM
Currently tasks created in Dynamics sync out to Outlook and once they are there they sync back and forth between Dynamics and Outlook. Our users are trying to use the To Do application which creates tasks and syncs them with outlook. Those tasks are not syncing into Dynamics. When we create ta...
display list of reference SharePoint in a custom view
It would nice to display a reference SharePoint list in a custom view without editing an XML file. For now, an XML file has to be edited as follows so that a custom view can work. The following attributes are needed in the saved query for Document view filetype readurl editurl ischeckedout absol...
Ability to sync deletion for created appointment from Dynamics 365 to Outlook client on PC
Outlook client and Dynamics 365 (Online) are synchronized by installing add-on so far, and the appointment are also synchronized when it's deleted as well. When deleting the appointment created on Outlook client from Dynamics 365, however, the appointment is not deleted and remains. It would be u...