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Customer experience | Sales, Customer Insights,...

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Aprire file direttamente su desktop app

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Posted on by Dynamics 365 Sales

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Ciao a tutti,

Vorrei aprire i file word, excel ecc presenti nella sezione "Documenti" dei moduli "opportunità", "Offerte", "OrdinI", ecc del CRM Dynamics 365 direttamente dall'app client su desktop e non nel browser.

In questo momento quando clicco sul nome del file mi indirizza sulla pagina web, da li poi posso scegliere se modificare su browser o da app.

Come posso far aprire direttamente l'app? Ho già configurato il sito sharepoint per l'apertura dei file con il client di default.

Grazie

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Leah Ju Microsoft Employee on at

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RE: Aprire file direttamente su desktop app

Hi EA95,

Unfortunately, there is no settings in CRM to achieve it currently.

But you can create a new idea through the below URL, then ask your colleagues to raise up the votes:

Ideas (dynamics.com)

Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

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