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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...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
1

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 ...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
1

BUG: Document enabled entities cannot have duplicate names (Set additional setup to include at least one PKEY in naming convention of SharePoint document folder)

If you enable an entity for documents (SSS SharePoint online) it will use the entity name field to create the folder in the given site. However, if you have a duplicate name for a second record, the system cannot map the same document location (and you also do not want that) and the control to lo...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
1

One Note Integrtion for all entities

One Note Integration would be Key for user adpotion, if you can take notes in OneNote and create CRM records using this information directly into the CRM. Being a Microsoft tool, it should be integrated.

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
1

Export To Data Lake

“Export to Data Lake” capability : 1. “Export to Data Lake” is no-database solution, which is good but there are below points need to consider from consumption perspective. From consumption point of view, current DataExportService solution is easy than Data Lake. 2. We still do not see soft ...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
1

Ability to limit export to excel for specific entity in CRM.

In Dynamics CRM, we have permissions in security role to enable export to excel for our CRM users. Whereas in certain business cases, the organization would really want to enable user to user to use export to excel for limited entities based on business confidentiality. It would be nice if we ha...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
1

Sorting Activities / Notes on document Templates

We have a need to print Opportunity records for meetings. We accomplish this using document templates, however, we need to show the Notes from the timeline on this document template. When we add the notes to the template they sort in order of oldest first, however, it is more convenient if thes...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
1

Open up PDF generation capability to all entities

Currently, the application allows PDF documents to be generated based on standardized templates for quotes. It would be great if this can be enabled on all entities - including custom ones.

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

Thank you for your feedback. We would like to update you that Custom entity support for PDF document generation this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-document-workflows-enhanced-pdf-capabilities for Dynamics 365 for Sales for details.

Sincerely,
Paramita Chatterjee
PM, Microsoft.

 

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Teams integration, file location nameing

Hi I have sucessfully enabled Teams intagration and set up Teams-Collaboration on an Opertunity. When I try to work on documents on this Opertunity in teams this fails. After some invetigatein this I see that the url Teams is using for the document library in SharePoint is in English. Our Team...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New
0

Sharepoint mapping

I would like to mapping, in contact forms, Sharepoint sites already exist. When you use Sharepoint before Dynamics you have created Site and library. So I would like to integrate this existing library in the tab "file" in contact form. Thanks

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New