7

A user cannot upload a SharePoint document anymore if any file was deleted from Dynamics 365

I would like you to look into this issue and provide the fix.

A [upload] button does not work under certain circumstances.

 

Repro steps:

 

  1. Open a record and click [Document] from the menu (navigation bar) in SharePoint
  2. Upload a docum...

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    0 Comments

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    Category: Microsoft Office Integration (200)

    STATUS DETAILS
    Declined
12

Configuration Wizard: ability to add/remove/switch multiple users within a tenant

Currently, when the admin is added to Configuration wizard, a user is not able to add another user from a same tenant. It gives an error.

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
5

Request the function to avoid user register nesting security group

Currently, user can register group membership nesting under privusergroup security group,although this is unsupportable as follows:

Title: Microsoft Dynamics CRM supported configurations
URL: https://techn...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
16

Add �track� button on Mobile App to track Emails in CRM

When Server-side Sync is enabled and a user is trying to tack Emails that are sent from mobile Apps such as Outlook for iPhone / Android and Microsoft Dynamics CRM App for iOS, currently a user is unable to trac...

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5 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
7

When opening Excel Online from CRM Online, use the Current User's Regional Format Settings or Office 365 Site Settings

Currently when Users export a view from the CRM Online UI into the Excel Online built in integration, the formatting that is presented to the user for fields such as date may not be the same.  This can cause data errors for the Consumers of CRM as they can mislabel an opportunity estimate...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
7

The file storage shows the different result in Dynamics 365 and Outlook calendar

I have created the appointment and attached the file in Dynamics 365.

When I see the file storage in Dynam...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
5

Document Management Setting - display error message for users lacking privilege

When a user with no CRM license (but System Admin) tries to set up entities from Document Management Settings, he/she gets stuck with a blank page. In the server log, there's a privilege error recorded so it would be better to display an error message in the UI to ...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
112

Allow filtering and sorting of related entity records in Word Templates

When creating Word Documents using a Document Template - allow filtering and sorting of the related records. If you are creating a Quote document you cannot sort using a sequence attribute or filter to only show a specific product type.

 

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11 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
9

Edit Test Email Message from Server Side Sync

Request for ability to edit verbiage in email sent when Test\Enable mail boxes in Server Side Sync.

Email messages sent from server side sync Test\Enable coming from your self can appear to be spam and cause delivery issues, and concerns as to the type and reason for the message. Being ...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
11

Sync sent emails with exchange

E-mails sent from the web interface in CRM do not appear in the "Sent Items" folder in exchange online. Users can't see in Outlook, which emails have been sent from within CRM.

To have a full overview of all the conversations with a customer also the sent emails should be synced to exc...

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined