About the ability to use DisplayBarCode in Word template
Word template does not currently support field codes such as DisplayBarCode.
The availability of field codes improves the user experience.
We need to be able to share records between Enterprise and Team License users
Today when we have users that have either an Enterprise license or a Team member license. We need to collaborate between the two, if user A with an Enterprise license wants to share an Account with user B who has an Team member license using just the URL via email it is not possible today as user...
Feature to bulk-edit multiple values on CSV format file
There is no such a feature to bulk-edit multiple values on CSV format file of [Accounts] entity view exported from Dynamics 365 (online). It would be user friendly if there is the feature to bulk-edit multiple fields and then import the edited CSV format file into the Dynamics 365 (online) enviro...
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...
Upload entity based documents to SharePoint Online under the existing folder
I would like to upload documents that are based on selected entities through CRM to SharePoint Online without creating the new folders and have these documents uploaded under the existing folders.
The existing folders I’m talking about here are those folders that are created befor...
Auto Follow Email from App for Outlook Email Engagements
Email Engagements allows the ability to follow emails. This only happens automatically when sending emails directly from Dynamics. When a user is in App for Outlook, this has to be done manually, only after you have selected to track this record. If you use any type of automatic tracking for i...
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 ...
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...
Outlook Recurring Task sync with Dynamics for Sales
When will outlook recurring task synchronization with Dynamics for Sales be available?
Existing Office Groups can be searched only based on email address.
From a CRM perspective, the search looks only for match to email addresses, from what I can tell. The query is only on email.
CRM doesn’t even allow you to create a custom display name. It checks only for uniqueness, and email address is possibly the Primary key.
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