Teams: Switch Apps from within Teams
We have tried to encourage our staff to access Dynamics via Teams; however, we have staff constantly switching between the SALES app and the MARKETING app. When in Teams, you can't do this: you MUST use a Browser. As such, to encourage and promote Teams/Dynamics integration, you need to be able ...
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.
Feature to integrate Office 365 products with Japanese Dynamics 365 (online) by foreign tenant user
Currently, there is no such a feature of accessing to both foreign tenant and Japanese tenant by one user account. If we can access to both foreign and Japanese tenant by one user and if we can integrate Japanese Dynamics 365 (online) and Office 365 products (Outlook, SharePoint, Yammer, Teams, e...
Keep SharePopint setup after solution is published
When a SharePoint configuration is set on an entity, if a solution is published with this entity, the SharePoint configuration is lost for the entity and needs to be reactivated manually. An interesting evolution would be to keep the setting and avoid manually reactivation after a solution is pub...
Team Dial call is navigating to Teams application when start the call from CRM
Team Dial call is navigating to Teams application when start the call from CRM when applied customization
Show Regarding of Tracked Tasks
We would like to see the regarding of tasks in outlook and have the possibility to open the record in D365 if tracked.
Would be solved by enalbing the D365 Button for tasks in outlook as well.
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 ...
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...
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 ...