CRM - Sharepoint - Add deleted item to sps recycle bin
When deleting a file from SPS document location via CRM, the deleted item should be available in the sps recycle bin. Currently, when doing so the deleted item is not found in the recycle bin.
Watermark for Custom Field
Hi, We would like to have a watermark for a custom field in the word Template. Use case: When creating a quote, if the quote is not approved. I want a watermark field to show up as Approval Required or Draft before sending it to the customer. Thanks, Swetha
Make Email Invitations Optional
Issue of the CRM automatically sending out email invitations (via Outlook) for appointments logged in the CRM. We thought we had solved this problem by labelling the Required Attendees field as "Email Invite" and then just using the Optional Attendees field, although it seems this field also send...
Changing of the user from the "Owner" field in CRM appointment to trigger server-side synchrobization to the new user in Outlook calendar
If you create an appointment and change the owner this doesn't mean that it would be appear in the new owner's calendar. Appointments only sync to the calendars of the Outlook accounts which are part of the invitation. If the new owner is not included in the invitation, the appointment will not...
Compare 2 attributes in Web API filters
Currently the Web API allows filtering such as: $filter=revenue gt 100000 with the limitation that the left hand side of the equation must be an attribute and the right side of the equation a constant. The filter should allow comparison of 2 attributes such as: $filter=modifiedon gt createdon
Give tutorials for the trial of Dynamic 365. Tell people that Marketing is not included
At the same time, tell your technicians that if a client opens a ticket for a trial version of Dynamic 365, that they do NOT have the full version and it functions very differently. Even just a basic tutorial is all that trial people need. I don't expect to be running massive campaigns. I just wa...
Outlook Appointment Synch Functionality
The appointment synch from Outlook to Dynamics 365 for sales/CRM has had functionality change. When appointments are created in Outlook and synched to CRM via synch filters, then the users decide they no longer want to synch appointments and turn the filter off, it cancels all future appointments...
Mobile office profiles that allow filtering on user look-up fields
User look-up fields are not available for filtering when developing a mobile offline profile and defining which records in an asset a users can pull down for offline use. If you organization does not have individuals as the owners on accounts and contacts and instead uses a Team as an owner,...