Add Category to fields that can sync to Exchange, at least on appointments
Outlook has Category and so does Dynamics 365 Sales (and other D365 products, I would guess). We use specific categories for different types of appointments so that all users' calendars have the same color-coding. We currently pay for Riva Sync integration ($195 per user per year) just so we ca...
Appointments synchronize immediately by the Dynamics 365 App for Outlook
Appointments synchronize immediately by the Dynamics 365 App for Outlook.
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.
Azure Data Lake integration with Dynamics 365 CE - exporting columns feature
1. The exported csv files contains only data and column information would be in model.json. 2. Export to data lake writes data in CDM format (https://docs.microsoft.com/en-us/common-data-model/) and the information about attributes/column is stored in model.json. You can use CDM SDK to read model...
Ability to sort emails in the timeline based on the date they have been received/sent
The idea is to have the ability to sort emails in the timeline of entities like Accounts, Contacts or Opportunities based on the date that they have been received/sent. At the moment, the tracked emails will be sorted based on the date of creation in Dynamics 365 (the date that they have been tra...
Server Side Synchronization for Email Integration with Multiple CRM Organizations and a Single Exchange Server
One of my customers has a Hybrid scenario of email integration with Dynamics 365 On Premise and Exchange Online. The Dynamics 365 On Premise has multiple organizations and he was using Email Router to connect it to Exchange On Premise earlier. Since they have moved from Exchange On Premise to Exc...
Attach file from connected Sharepoint site
Ability to attach documents from Sharepoint when creating new emails on a Case, Lead or Opportunity.
Assigning inquiry reason codes and security administration to selected or range of records
Future assigning inquiry reason codes and security administration to selected or range of records at inquiry and/or potential reports, may potentially efficientize record display or disclosure security or potential encryptions.
Dynamics 365 - Presenting Data not Guids and Option Sets in CDS through the api etc.
Hi there, One of the biggest issues I face as a power user is the ability to take Dynamics Data and immediately analyse it due to the Api returning Guids and Drop Down Codes rather than say, and Account Name and the drop down item selected. If we has an option to return this information, many...
Dynamics 365 Mobile Click to Dial to Microsoft Teams
When using Dynamics 365 on the desktop or on a tablet, and you attempt to make a call from a contact record, the system defaults to bringing up Microsoft Teams as the dialer, or its asks you what you would like to use. When using your mobile device, Dynamics 365 click to dial feature defaults to ...