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Outlook App - Use Display Name for all Entities


In the Home page of Dynamics 365 Outlook App, when matching records are found and previewed in the pane, it displays labels Account and Recent Opportunities. This is the only area of the app that does not use the Display Name of the entity. It is hard coded. Everywhere else in the app ( Catego...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Outlook App - Allow fields displayed in preview pane to be configurable


In the Home page of Dynamics 365 Outlook App, when matching records are found and previewed in the pane, it displays only the Account name and under Recent Opportunities, name (topic), contact and phone number. It would be useful to be able to configure which fields are displayed in the preview....

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Display Dynamics Marketing Lists against Contact


Currently only static marketing lists can be viewed from a sub-grid on a Contact form and from the Common menu. Dynamics lists are now mainly used so these should also be listed on the Contact form and Common menu. Thanks Eileen

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Category: General (1840)

STATUS DETAILS
Declined

OneNote - Hide the additional files in Dynamics


Having created a OneNote document in Dynamics 365 online a warning is displayed on the record's associated document grid stating "Shared files exist in multiple locations". Selecting to view All Document Locations as suggested by the warning it then shows an additional 4 OneNote files. These ...

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New