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...
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
Bring back the old task integration in outlook
- Entering a task under an Account or Contact, the only info that flows to Outlook is Subject and Due Date. It doesn't give any context regarding the regarding Account or Contact. In the old dynamics 365 for outlook, this was possible.
- Updating the due date of a task doesn't flow to...
STATUS DETAILSNew
Sharepoint document to open in Local apps Documents grid
I would like to request a feature to allow Sharepoint documents to launch in local apps instead of the browser. Especially the Microsoft WORD. Currently there is no setting available in Dynamics 365 to make that happen.
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...
Need to limit user access on uploaded SharePoint documents based on security role
We want to be possible to :
restrict the access of some users to already uploaded documents in Share Point based on security roles.
What we mean by this is –
a. User A with lower security role (like Sales user) should be able to see only documents uploaded by him
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.
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...
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