24

CRM integration with SharePoint Access level

Currently there is no way of passing CRM access levels down to SharePoint folder with the integration of the List component.

This should be a native function to allign access controls of CRM and SharePoint when using the List component.

Read more...

2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator

This is not a trivial problem. The only options are - replicate permissions manually which will be hard to do. There is an ISV solution in the market with some limitations, you may want to explore it. We have no current plans to do a sync of security.

23

Server-side email syncrhonization should allow any pop3/smtp server

Currently the only supported pop3/smtp servers for servers-side syncrhonization in CRM Online are gmail and Yahoo. The restriction is hard-coded, i.e. UI will not accept any server addresses besides those for the 2 services above.

System should allow specifying any compliant pop3/sm...

Read more...

0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator

we have no plans to support this since the support matrix is unpredictable and we do have a solution for hybrid now. Thanks for your feedback.

23

Missing metadata from SharePoint documents after enabling server based SharePoint integration

After enabling server based SharePoint integration, most of the metadata is missing from the SharePoint documents. For e.g.: the document type field, the date field are missing from the SharePoint documents in CRM 2013 online organization after enabling server based SharePoint integration.

Read more...

5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator

we do not bring any sharepoint metadata. I am not sure I understand the scenario here. Are you losing SP metadata on documents. The document is still stored in SP. If you are having any issue, please file a support issue.

23

CRM 2013 - Quick Create button is not available when using the Outlook client

the new quick create function is great--where you can create a new record for any entity using the quick create form. This is something that users want to do in Outlook too. You already have the "crm record" button on the CRM tab of the Outlook ribbon--could you make that call the quick create...

Read more...

2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Under Review
23

Document generation

Document generation, to generate a letter with only a couple button clicks on the server.

We really need a simple way to define templates and to generate a document based on this template on the server with only a couple of clicks.

There also should be an option to create...

Read more...

4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Completed
Ideas Administrator

This has been delivered since Ara or before. if you have any feedback please let us know about the feature and any improvement we can do in future.

22

Allow tracking of emails from outside of Outlook

CRM has taken major steps forward with server synchronization and being able to synchronize already tracked activities, but there is still a major gap--emails not sent from Oultook cannot be easily tracked. This is a major gap and should be addressed to complete the server sync story. Synchron...

Read more...

1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Completed
Ideas Administrator

we delivered this with folder based tracking. Do you need any further improvements on this? Please let us know your feedback. Thanks for your feedback.

21

Unable to know whether the email is tracked or not while using Dynamics 365 for Outlook

We are unable to know if the email was being tracked in CRM, without going to each email. In Outlook Web App(OWA) we need go to the email, launch the little Dynamics icon to determine if the email is being tracked. There is also no notification on email in Ou...

Read more...

0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
21

Looping Emails from Auto Replies (SSS) - identify case auto reply as an autoresponse

Looping Emails from Auto Replies (SSS)
This is to do with case creation rules sending out an auto reply. We can trigger an infinite loop of auto responses if we mail someone who has an auto reply rule set on their side too.

-Incoming email for a contact-------> Arrives in th...

Read more...

1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Completed
Ideas Administrator

 I think this has been fixed. If you are still running into issues, please file support case and escalate. we will investigate. Thanks for your feedback.

21

CRM 2011 Outlook client View : Not Sorted Alphabetically

CRM 2011 IE Views sorted alphabetically working okay but CRM 2011 Outlook Views they seems to sorted on created on date rather than alphabetically.

Please refer attached document for more details on this issue

Read more...

6 Comments

Read more... 6 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator

we are not planning any new enhancements to outlook client.

21

Make Outlook Synchronization and auditing play together better

Outlook contact synch and auditing don’t play well together. If you have a bunch of outlook users and they are synching their contacts every 15 minutes, it creates an audit record for each contact every time in synchs, even if nothing is changing. This overloads the audit table.

Read more...

0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Completed
Ideas Administrator

Not sure if this is relevant any longer. if you see a problem with server side sync, please file a separate suggestion. Thanks for the feedback.