9

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 ...

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
9

Teams Integration shoudl capture outgoing calls in CRM

Log outgoing Teams calls to account and contact timeline When placing a call through the teams app within Dynamics CRM the activity should be automatically logged in the Contact and Account timeline.

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2 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
9

Teams integration behavior change.

The current behavior is that when you enable a Teams integration in one of the organizations , it is being enabled for every organization in the tenant. This is leading to organizations(companies) that are not supposed to have the integration to be able to connect to Dynamics via Teams. This is n...

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
9

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;...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
9

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 ...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
8

Reduce the number of sign-ins for guest users when using Teams in Dynamics 365

When a guest user engages with Teams within Dynamics 365, they are prompted to sign in for each action.

The use of Teams for guest users in Dynamics 365 is currently not supported, but we would like to see improvements due to the frequent requests for sign-in, which are inefficient for ...

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
8

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...

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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. This feature released as part of the 2022 Wave 1 release:

Create and join a Teams meeting from an appointment - Power Apps | Microsoft Docs

7

Allow transfer of calls within Teams calling for CE

Teams calling within CE does not allow a transfer of the current call, only answer/dial/hangup. Can this basic telephony function be enabled

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0 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New
7

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 * ...

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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Needs Votes
7

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.

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1 Comments

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.