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.
Enable Office 365 Groups for Campaign Entity
We really would like the possibility to enable Office 365 Groups for campaigns.
Working in campaigns is typically a team effort in our company. Using Office 365 groups for this type of collaboration would be great since people for many disciplines are involved.
We were very glad ...
Teams calling in CE - Click to call button in phone activity to not create a new unrelated phone activity
When Teams calling in CE is enabled, the click to call button raises a new unrelated phone call record. Any transcript and recording is captured in that unrelated record, rather than the record the user started from.
i.e. a user could start their own phone activity, or, have a...
Teams meetings reminders
Teams meeting from dynamics doesn't have reminders, so the meeting comes up and the customer and myself do not get any pop up to join the meeting. Normal Teams meetings sent from outlook and teams client by default pop up before 15 minutes and at the time the meeting starts which is very helpf...
Enable Teams Sharepoint Document Location
Hello, From several month we can use the button "Collaboration" to connect a Dynamics 365 record to a Teams Channel. By this way, you can upload a document throw Teams and find it in your Dynamics record on the "document" tab and vice versa. Unfortunalty, we can't display this document subgrid ...
Word Templates to be created from more than just Parent and Child entities
When word templates are created if you are working from an opportunity, you can only go to child entities to pull in records. I would be really useful if you could pull in fields from any entity into the template, e.g. grand child entities, from contact or account entities
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