22

Function for checking the number of exported excel data on audit log.

Customers expecting to know the number of exported excel data on audit log. This Function will be needed to provide support in terms of security management.

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Needs Votes
21

Feature for guest users to search for other tenant users on Teams

This Ideas is related to the following Microsoft Ideas:

https://experience.dynamics.com/ideas/idea/?ideaid=20dee30e-8d9c-ed11-9ac4-0003ff45ac2b


*Assumptions: User from tenant B is a guest user in tenant A and access the BC environment in tenant A.

In case of teams ...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
21

Feature to set tabs on custom entities that can display SharePoint documents

With the release of the new feature, the Contact, Opportunity, Lead, and Account entities can now be referenced on the "File" tab in addition to the "Related" tab when viewing documents on the subgrid.


https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamic...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
20

Feature to download SharePoint document files in Dynamics 365 Online

If we want to download a SharePoint document file that is currently displayed in the Dynamics 365 Online sub-grid, we will need to open the file or go to the linked SharePoint site once.

[Export Document], which is displayed in the Dynamics 365 Online subgrid, just a feature to download ...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
20

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...

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5 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Needs Votes
18

Create Sharepoint Document Location - although other location types are already in place

When working with Sharepoint Integration in Dynamics, usually a Sharepoint Document Location gets created automatically by the system when opening a record and selecting the "Documents" tab, if there is not already a Sharepoint Document Location in place. When a Document Location is already in pl...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Needs Votes
18

Teams and D365 Omnichannel for incoming calls

You could integrate Teams and D365 Omnichannel for incoming calls. Example: A customer is calling and a D365 pop up window is coming up with all the related details. We would basically like to replace our existing third party telephony solution with Teams. So that an agent would see an incoming ...

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3 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Needs Votes
18

Ability to limit export to excel for specific entity in CRM.

In Dynamics CRM, we have permissions in security role to enable export to excel for our CRM users. Whereas in certain business cases, the organization would really want to enable user to user to use export to excel for limited entities based on business confidentiality. It would be nice if we ha...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Needs Votes
17

Allow sorting of SharePoint documents in Dynamics CE

Allow sorting of document lists inside of Dynamics. Currently a throttling limit exceeded error message is displayed. Users should be able to sort documents from a record in Dynamics.

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
New
17

Integration with Microsoft Teams

Microsoft Teams brings a new interesting way for collaboration and I believe it would be useful to have this functionality withing Dynamics 365, like we ha...

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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (120)

STATUS DETAILS
Completed
Ideas Administrator

We have delivered this integration.