Enable Teams Sharepoint Document Location
Hello, From several month we can use the button "Collaboration" to connect a Dynamics 365 record to a Teams Channel. By this way, you can upload a document throw Teams and find it in your Dynamics record on the "document" tab and vice versa. Unfortunalty, we can't display this document subgrid ...
Support Word Conditional Formatting in Document Templates
When creating Word Documents using a Document Template - please support conditional formatting defined in the Word Document. For instance, as Dynamics 365 Sales does not support Word templates with conditional formatting, we cannot configure an IF clause saying that if 'address1_line2' is empty,...
Enable TEAMS meeting creation within Dynamics 365 appointment
On create of an appointment in Dynamics it would be great haven the possibility to mark that appointment as Team meeting (including the link). The synchronization to outlook would be seamless. Customer provide feedback that they work with Dynamics within TEAMS. If the user creates in Dynamics (wi...
Copy a contact from the CRM to the Outlook Contact list
Hi, At the minute, with Dynamics 365 for Outlook, you can see the list of your contacts in outlook and also you have the option to see all contacts in the CRM. However it is not posible to select a contact in the CRM and "download it" to your Outlook contact list. This would be a huge improvem...
Interactive Dashboard - Time Frame
Currently Time Frame is only possible for historical or up to 3 months into the future (this quarter) in the best case. Long term opportunities do not benefit from this dashboard (as well creating another new date does not help either) Suggestion (for admin and users) * Next 3, 6, 12 months * ...
Outlook Recurring Task sync with Dynamics for Sales
When will outlook recurring task synchronization with Dynamics for Sales be available?
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 ...
Word Templates to be created from more than just Parent and Child entities
When word templates are created if you are working from an opportunity, you can only go to child entities to pull in records. I would be really useful if you could pull in fields from any entity into the template, e.g. grand child entities, from contact or account entities
Set the order of recurring items in word template
Whenever you create a word template from a record, you cannot set the order in which recurring items need to be displayed. Let say for example when you create a word template from an invoice and you have product bundles. The products inside the bundle are not shown under te parent product of that...
PowerPoint templates
We would like to be able to create PowerPoint templates from Dynamics just like Word or Excel. Nowadays PowerPoint templates are more and more used in sales meetings with customers and it would be great if they could be automatically personalized with data from Dynamics :)