Bi-directional sync of Contact's Company field between Outlook and CRM
CRM for Outlook synchronization settings do not allow bi-directional sync of an Outlook Contact’s Company field to Company Name/Account field in CRM web. It is required to Set Parent. Today, if you were to edit a Contact's Company field via Outlook or mobile Outlook app, it will not sync...
Track email from a Shared Mailbox using CRM for Outlook
PLease can you add the ability to track email from a Shared Mailbox using CRM for Outlook. Currently if you try to track an email from a Shared Mailbox you get the following error:
"Only items in the default Microsoft Outlook store can be promoted to Microsoft Dynamics CRM.Item Name=subjec...
Request open multiple window for "Report", and extend "Email a link" function limitation.
Request open multiple window for "Report", and extend "Email a link" function limitation.
And also we want to customize generated report excel file name when we download it.
1. When run report, it could be opened each selected report window.
2. we want to customize generated repor...
Ability to see why emails are 'Pending Send' status on GUI
I would like to see why and how those emails are 'Pending Send' status on GUI when you try to send emails from Dynamics CRM Online.
If you could see the reason for having 'Pending Send' status in details, you can decide whether to resend or not.
Formatting folder name when integrate Dynamics CRM Online and SharePoint Online
List Components can be used to integrate Dynamics CRM Online and SharePoint Online.
While doing so, if you create new folder from SharePoint Online, the format for the folder name is {Name} + {GUID} .
For On-premise, you can just have the folder name with the format of {Name} by cha...
Ability to manage emails when creating Appointment with the record which has email address
When creating Appointments, if you include record that has email address for the Required Attendees and Optional Attendees, CRM will send request through emails.
Whichever you have Server-Side Synchronization, or Outlook Client, it would be very useful for users to have control over se...
The appointment in Outlook that is copied from traced appointment will not synchronize to Microsoft Dynamics CRM Online
The end users want to trace appointments automaticaly. However, if you copy the traced appointment in Outlook, it looks like traced but never be syncronized to the Web Client.
It is a little bit inconvenient to click "Trace" everytime when you create an appointment in Outlook.
Ability to auto-sync Contact List in Outlook Client with Dynamics CRM Online and share the contact information with other users
Currently if you want to sync Contact List in Outlook Client, you just need to click 'Track' button there but it only sync with Personal Contact.
Further setting is required if you want to share that synced Contact person to other users in CRM Online. Many customers find it inconvenient.
SharePoint to be able to view record value
When integrating SharePoint and Dynamics CRM Online, currently you can only share FILE NAME in SharePoint.
Instead of having just file name, it should be able to view each value in records such as product price in Opportunity record.
In that way, users can easily create daily report...
Open SharePoint document in Dynamics CRM Online
When you integrate Microsoft Dynamics CRM Online with SharePoint, you need to open related Sharepoint document by following steps;
1. Log on to Dynamics CRM Online
2. Go to Sales > Opportunities
3. Open any Opportunity
4. Click on "Documents" menu hidden in blue header menu on...