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).
Ability to hide some of the entities that are shown in the Set Regarding feature in Dynamics 365 for Outlook
It would be nice to hide some of the entities that are displayed when a user clicks [Set Regarding] to open a system view.
Emails in Outlook that have URL links to CRM entities should open in the Outlook browser
This might only be a problem with CRM 2011 IFD and the Outlook Client
When you use the feature to "E-mail a link" to another CRM user, that link will open an IE browser window, instead of the integrated outlook browser. This causes the user to have to login again.
What is...
This may not be relevant any longer. Thanks for your feedback
All clients using Chrome and CRM with SharePoint integration are not abe able to add new documents through the list component
Issue:
Users need to access CRM through Chrome browser.
They have SharePoint Integration.
When accessing the Documents associated with the record and clicking on the menu New > Document or New > Folder they have a pop up error and the actual window doesn't open.
Environment...
This sounds to be specific to Chrome version at that time. We are not able to replicate this with current version 84.0
Decreasing Outlook startup time by moving cachefiles from %localappdata% to %appdata%
Outlook 2013 With CRM 2013 and roaming profiles creates up to 2 minutes delay opening Outlook.
The delay is caused by writing the the cachefiles in %localappdata%\Microsoft\MSCRM\Client once each logon.
This is percieved by the users as a hanging situation, and we reciev...
We are not planning any enhancements to outlook client. Thanks for the feedback. I believe this only happens for roaming profile scenarios.
Lync integration in forms of Dynamics CRM 2013
[Enhancement request]
- Enhancement for Lync integration in forms of Dynamics CRM 2013 or Dynamics CRM Online Fall ‘13
[Problem]
- Lacking Lync integration in forms of Dynamics CRM 2013
- Previously Dynamics CRM 2011 has that functionality but it has gone in pas...
I am not sure where Skype for Business integration is missing. if there is a phone number we can launch Skype or SfB click to call. Please let us know.
Provide a way of filtering document templates
My customer has thousands of word templates. Provide a way to filter document templates based on business unit, language, geographic region or other criteria so a user can restrict the Word templates to the ones that apply to that case based on different filter criteria.
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...
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...
Problem with timestamp in the Social Pane
The activities seem to be sorted by the modified date. But it also seems that reassigning accounts and contacts sets the modified date for historical activities causing them to bubble up to the top which isn't appropriate. Any ideas of how to fix this when I've got tens of thousands of activ...
Administrator