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: Account, Contact, Calendar and Activity Management (464)

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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2 Comments

Category: Account, Contact, Calendar and Activity Management (464)

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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1 Comments

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) (15)

STATUS DETAILS
Needs Votes

Activate Activities on Product Entity


Please enable the ability to enable Activities for Entity Product. This will allow timeline for Product. Would be especially useful for PSA when creating new Products in Project.

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Category: Opportunity, Quotes, Orders, Invoices, Products (65)

STATUS DETAILS
Needs Votes

Provide way to identify licensed users to Customer Engagement in the Customer Engagement App


Need way to identify within Customer Engagement app, the users who are licensed users.

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Category: Administration (5)

STATUS DETAILS
New

Assign Bookable Resource when Resource Assignment is assigned


When assigning a Resource Assignment Record: If the current owner of the record matches who the record is being assigned to, the bookable resource is not updated. If the current owner of the record does not match who the record is being assigned to, Microsoft updates both the owner of the recor...

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Category: Project Service Automation (167)

STATUS DETAILS
New

Please add ability to convert PDF and Word documents created in Customer Engagement to Excel retaining format


Customer Engagement provides the ability to produce documents using word templates in PDF or Word form. Please provide a way for us to take those documents and convert them into excel worksheets. I have tried the suggestions online for converting the documents, but the format is not retained,...

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Category: Opportunity, Quotes, Orders, Invoices, Products (65)

STATUS DETAILS
New