E-Mail Templates with custom entities


Currently Dynamics CRM 2011 does not allow to create E-Mail Templates with our own custom entities. There is no reason why this should not be allowed, and it would be nice to have this new feature

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3 Comments

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3 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Declined

Server side sync - incoming email - avoid CRM alerts / mailbox errors for SMS and other non-email items


Dynamics Server-Side syncronization for incoming email. Currently it connects to Exchange mailbox and gathers all items inside Inbox mail folder. However, sometimes there can be also items which are not type of email like (skype voicemail, SMS through activesync, IPM.Note etc)....

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0 Comments

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0 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
New

Incoming document API and Power Automate


Allow that "Incoming document" can be POST through the API, including binary/PDF file attachment upload. Also the Power Automate (aka Microsoft Flow) , to write / create a new document including binary for "incoming document" record with attachment. Scenario is that we can easily integrate with ...

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1 Comments

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1 Comments

Category: General (1255)

STATUS DETAILS
Planned

Android support for Intune app protection policies


Hello, we have Android phones which are enrolled in Microsoft Intune / EndPoint manager, and are working under Android Work profile with Microsoft Dynamics 365 Business Central (and its Beta program) Android app installed from Google Play store - https://play.google.com/store/apps/details?id=com....

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0 Comments

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0 Comments

Category: General (1255)

STATUS DETAILS
Needs Votes

Recurring survey and tracking customer success trend


Business case: Implement quarterly surveys for the regular end customers.Currently, we are using Power Automate / Flow based on Dataverse data with filtering to send surveys on a quarterly basis.Send survey should have option for "iteration", and we should be able to t...

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1 Comments

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1 Comments

Category: Survey Distribution (48)

STATUS DETAILS
New

G/L Budgets and Excel editing / creating


Currently, you can open "G/L Budget Entries" and do "Edit in Excel", which works and can update existing records. For example, if you want to fix the value in "Description", Amount, or date fields /columns.However, the new row/record/entry is not working, and error is showing "Read only...

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0 Comments

Category: Financial Management (954)

STATUS DETAILS
Needs Votes

Recurring G/L Budget


It would be nice that G/L Budget has a new feature that entries can be "recurring"For example, having one entry in "G/L Budget Entries" with additional field "RecurringPeriod", "RecurringStartDate", "RecurringEndDate"Example G/L budget records would be:* Pay th...

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0 Comments

Category: Financial Management (954)

STATUS DETAILS
Needs Votes

Improve Recurring purchase / sales lines for any vendor/customer


"Recurring Purchase Lines" and "Recurring Sales lines" is very old and useful feature; however I believe it is time to improve it even more. So, suggesting new features as follows:1. To have kind of "general" recurring purchase lines, that can be used on any Vendor, without h...

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0 Comments

Category: Purchasing (310)

STATUS DETAILS
Needs Votes