Provide OOB ability to store attachments to Sharepoint/Azure for D365 for Sales


Provide OOB ability to store attachments to Sharepoint/Azure for D365 for Sales Or Provide OOB ability to prevent attachments being attached to Notes and other documents. This request is to help with providing and supporting a consistent experience for users when Sharepoint/Azure is used for d...

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Category: Core Sales (417)

STATUS DETAILS
New

Provide consistent user experience by providing "Document" functionality inside main forms for entities


To provide a consistent user experience, please provide the ability to put the "Documents" functionality on the Main form for entities that are configured to store documents on Sharepoint Online/Azure. Right now it is out of their normal process to click on the down arrow next to the record nam...

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Category: Core Sales (417)

STATUS DETAILS
New

Unify CRM and SharePoint Security model


Please unify CRM and SharePoint security model, so security settings on CRM Entities can be propagated on related SharePoint Document Libraries or Sites. Not doing this means having potential security breaks. For example, users not allowed to see a CRM record could still access a SharePoint Doc...

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Category: ()

STATUS DETAILS
New

Update documentation for copy Tier 2 to Tier 1 environment to include proper timing of applying customizations.


We recently followed the instructions to copy a Tier2 to Tier1 on page: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/database/dbmovement-scenario-exportuat#known-issues The instructions do not specify where customizations should be applied to the target environme...

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Category: Documentation (wiki and task guides) (11)

STATUS DETAILS
Needs Votes