3

Forms Pro survey questions entity should reflect sequence field data in the same order as per the definition on the Forms pro order.

Forms Pro survey questions entity should reflect sequence field data in the same order as per the definition on the Forms pro order.

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
0

New Email Track Settings in Microsoft Dynamics 365 & App for Outlook

Hi Team, Will Microsoft consider a 5th option as below in personal option? No email messages - This will option will not track any email messages regardless no matter if it is a Dynamics 365 record or not. To track an email the user must set the regarding to a record in Dynamics 365. Existi...

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
9

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...

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1 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
6

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 ...

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
6

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,...

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
0

One Note CRM integration

We tried to go live with having OneNote within our CRM main account screen but it would not work because of a size limitation with pulling data back from SharePoint. We have not even used the product and we already have a limitation for size? It seems to me that the call to SharePoint should have...

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
2

Export Exel Trcking Addin

Excel tracking add-in was introduced for only for tracking the details about the excel operation on the CRM. We would like to extend the same feature for Excel Templates and Reports tracking with in the CRM.

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
0

IMPS Email Integration - Office 365, G-Suite, etc.

Hi, D365 Email Sent Activity is not reflecting in Sent Items. Simply, make it available as a IMPS integration, instead of providing an Email Application. Why there is duplicity? Just integrate the specific email to be viewed in D365. Create a role based security profile to prevent deleting / arch...

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0 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
0

Start sync contact info again after re-activating a contact

When a contact is deactivated in Dyn365 it is not removed by the SSS, regardless of the filters. There is a suggestion for that already, This is about what happens when you re-activate that contact. If you reactivate it and change the information, it is no longer synchronized. The only way to wor...

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
0

Microsoft Dynamics 365 for Outlook (COM add-in) is set to IE

It would be nice to have an option in Microsoft Dynamics 365 for Outlook (COM add-in) where users can choose which web browser engine to use (e.g. Google Chrome). Currently, the default browser for Outlook add-in is set to IE, but users prefer Chrome for better performance thus they'd like to ha...

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0 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New