Open SharePoint Documents in CRM directly in the Desktop App
All CRM-Documents are opened in Word Online. Some features are only in the Desktop App but not available in Word Online (for example: Auto-texts, Quickparts). For the users it is not user-friendly, because after opening in Word Online they must explicitly click on “Open in Word” that they have t...
Ability to set multiple records to a Party List field(To, CC, resources etc) during an Excel Import
Currently we are only able to set one record on a Party List field like "TO/CC" on emails and "resources" on Service Activities during a Excel Import. It would be useful if we are able to specify multiple records for a Party List field during an import using a delimiter. Example record1;record2;...
Synchronise security across Microsoft Teams and Dynamics 365
Microsoft Teams and Dynamics combined represent an amazing platform for collaborative selling, however for any customer who needs controlled access to Dynamics opportunities (i.e. any customer in a regulated industry, selling to competing customers, using confidential information or just needing ...
Feature to bulk-edit multiple values on CSV format file
There is no such a feature to bulk-edit multiple values on CSV format file of [Accounts] entity view exported from Dynamics 365 (online). It would be user friendly if there is the feature to bulk-edit multiple fields and then import the edited CSV format file into the Dynamics 365 (online) enviro...
Mail Merge with Conditional Statements
Hi I used to use Dynamics 2013 and office 2013 and I was able to use conditional statements to mail merge certain phrases, symbols, checkbox or images onto a word form based on the values within Dynamics. Salesforce and avoided Zoho are able to do this with MS word without any issue, but with ...
Replicate permissions from Dynamics 365 to Sharepoint Document Management
We have implemented out of the box Sharepoint Online integration for Document Management with Dynamics 365. Currently, we have to maintain user access, and security permissions to Sharepoint document locations completely separate from the permissions that are set up in Dynamics 365. There are 3...
Add an option to upload a macro excel
I cannot upload the excel file that is enabled for a macro. I can only have the standard excel template and Word template that are available for uploading CRM data.
Existing Office Groups can be searched only based on email address.
From a CRM perspective, the search looks only for match to email addresses, from what I can tell. The query is only on email.
CRM doesn’t even allow you to create a custom display name. It checks only for uniqueness, and email address is possibly the Primary key.
Upload entity based documents to SharePoint Online under the existing folder
I would like to upload documents that are based on selected entities through CRM to SharePoint Online without creating the new folders and have these documents uploaded under the existing folders.
The existing folders I’m talking about here are those folders that are created befor...
Enable Office 365 Groups for Campaign Entity
We really would like the possibility to enable Office 365 Groups for campaigns.
Working in campaigns is typically a team effort in our company. Using Office 365 groups for this type of collaboration would be great since people for many disciplines are involved.
We were very glad ...