Dynamics 365 Sales

The CRM E-mail editor is very weak. Doesn't support properly the HTML e-mail. The format of the e-mail always changes and gives a bad end result.

The signature doesn't look professional.

The social pane would be infinitely more usable if there was the ability to change the activities sort or based on whatever date/time field we choose, currently modified date. We need to be able to have it be the created on date-time.

Additionally It would be nice if we could choose to present the entirety of the text of the activity in the social pane and not have to click on the activity to open it and read the whole thing.

Lastly, It would be great if we could choose what fields are presented in the social pane activities.

Hello,
We have an issue where when we add a room to an appointment and sync it with CRM, the room gets removed. It is getting changed from a resource to a required attendee.
We have employees that are constantly late or miss meetings because they do not know where to go.
I opened a case with Microsoft and they said that this was working as designed.

Scenario 1 :-

1. Import an email record into CRM Organization with the Created Date set to 5 days ago. For example current date is 10/30/2015, the email's Created On date would be 10/25/2015. Make sure that you "Set Regard" it to an contact record.
2. Post importing of the email record, open the Regarding contact record.
3. In the Social Pane, select the Activities tab.
4. Here you will see the date mentioned below the Email record is today i.e. the date when the record was imported to the organization and not the original email creation date.

Scenario 2 :-

1. Open an older email in the CRM organization under Sales -> Activities -> Emails -> All Emails
2. Set regard it with any Account, Contact, Lead record (Record that contains Social Pane on the form).
3.Once you set regard it, you will find that the date mentioned under the email is of Today instead of the older date.

Conclusion :- The Social Pane grabs the date when the record was modified or imported into the organization. It seems to be that the latest date of the record from the ActivityBasePointer table is rendered in the Social Pane and the Created On date is disregarded.

As explained here: http://msdn.microsoft.com/en-in/library/gg334768.aspx

CRM online no longer requires you to use the list component in SharePoint for document integration. You can upgrade to this new feature called Server Side integration. The new server side integration no longer allows SharePoint folders/subfolders to be listed in CRM under Documents. Instead it only displays documents. Folders used to be available/viewable in the CRM document location when the list component was being used. Customers who upgrade to the new server side sync lose this functionality. This is a huge pain point for people who are accustomed to organizing their documents and having them displayed in CRM. Please re-add the ablitiy to display folders sub folders within CRM through the server side sharepoint integration mechanism as it was before with the list component. Or, please allow CRM customers who have upgraded to server side sharepoint integration to revert back to be able to use the list component.

Users wants to have na option to disable the warning mesages (eg: ‘The email below might contain script or content that is potentially harmful and has been blocked Open Message’ for incoming emails in CRM Online”.) on email activities on CRM 2015 Update 1