Case creation form within Dynamics 365 for Outlook lightweight


Current situation: You do have Dynamics 365 for Outlook lightweight installed on your Outlook. You received an e-mail from one of your CRM contacts. You want to create a case for this contact. The form auto-resolve the "Contact" filed based on the sender email a...

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Category: Case Management (134)

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Needs Votes

Hybride Server-Side Synchronization


Dynamics 365 (Online) has a feature to establish a Hybride Server-Side Synchronization with an On-Premise Exchange server. This is a good idea but still however has a downside. The downside is that Basic Authentication "on the exchange server" is a must in order to establish a succ...

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Category: Account, Contact, Calendar and Activity Management (617)

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Needs Votes

Delete Delegated admin for Financials


Hello, I think I have submitted this idea before but it looks like is disappeared from the site. The oldest idea here I can see is 2 months ago while mine was few months (may be 6 or more months). Anyway I am resubmitting it here: We are a Microsoft partner. We do have customers ...

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Category: General (1363)

STATUS DETAILS
Under Review

Dynamics 365 update existing records using the data import wizard


Hello, In Microsoft CRM 4.0 when you import data using the data import wizard there is a checkbox in the wizard that says: "Enrich data by updating existing records rather than creating new records", I think this feature benefits from the data duplicate rules to see whether the record e...

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Category: Account, Contact, Calendar and Activity Management (617)

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Needs Votes

Enable phone camera for Dynamics records


Many of my customers and maybe the vast majority of the nowadays Dynamics 365 users are mobile. They use the Dynamics 365 mobile app. Some of these mobile users ask about the possibility to add pictures directly from the mobile camera to Dynamics records. This exists already if...

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Category: Mobility (0)

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New