Outlook Appointment/Email/Task tracking by delegates
We have a lot of users who give their assistants full access to their Mailbox/Calendar and they would like to entitle them to track appointments/emails for them as well. The owner of the tracked activity should then be the Owner of the Mailbox (not the assistant who pushed the track-button).
CRM 2015 0.2 | End users wants to add a OK button when they see 'Wrapping Up� popup upon tracking email in Outlook.
End users of company- 'Giro' wants to add a 'OK' button when they see 'Wrapping Up’ popup upon tracking email in Outlook.
CRM 2016 | When generating (Export) a Word document and using a multiple lines of text field that contains multiple lines of text, the text is generated as a single line of text
On 2016 Environment
Create a new Account record, enter the mandatory fields
In description text box enter the text in format
1
2
3
4
5
6
Abc
XYZ
Save the Account record,
Click the ellipses and click Word Template --> Account Sum...
CRM 2015 0.2|End users do not want to see 'Wrapping Up� popup at all when tracking email in Outlook
End users of company- 'broadridge' do not want to see 'Wrapping Up’ popup at all when tracking email in Outlook.
Display subfolders in server-side sharepoint
When you enable server side sharepoint integration with Dynamics CRM, subfolders in the document folder are not displayed. This is a big limitation
Ability to set Excel Export privilege on entity level
It would be really great if we have a simple way to change Export privilege on entity level.
For some entities, users do not wish to export them. We need a simple way to disable or enable the ability to export privilege on entity level.
Product Version : 2016 and others
Users would like to trace Excel Export Log
One of my customers would like to track down when, by who and which data has been generated from the history log.
We currently have the similar function but it is not convenient.
Product Version : 2016
Feature request for integrate Microsoft Dynamics CRM Online with SharePoint
When you integrate Microsoft Dynamics CRM Online with SharePoint, you can not select which path you can create Dynamics CRM's Entity folder in SharePoint.
So please provide function which allows you to create Dynamics CRM's Entity folder on any Sharepoint path.
Allow users to pin �Set regarding look up record� window in Outlook
Please allow the ability to pin �set regarding� look up records view to be able to set as the default view in Outlook.
Just like Account View for example, it would be a great enhancement to have pin function for Look up record view in Outlook.
Adding new fields for SharePoint Document entity does not synchronize between CRM 2016 on-premise and SharePoint 2013 on-premise with server-based integration
In the previous list component client-integration, it was possible to add new fields with the same display name as the SharePoint custom columns to allow users to see the data in the SharePoint column. Tested this with the new server-based integration (on-prem to on-prem) and this does not see...