For Copilot for Sales add-in, allow users to select CRM templates
In the Dynamics 365 add-in for Outlook users can select from the email templates in CRM. Please add this same functionality to the Copilot for Sales add-in for Outlook.
Improve email tracking
I have had a user recently remove tracking from an email which is the latest in a chain and believe the change should stop all subsequent emails. It appears that you need to go back to the email where you started the tracking for this to be effective. Where a chain is long, or the user doesn't...
Allow
I would like to suggest that there is an option, perhaps toggleable, for email addresses resolving to Contact records first instead of users.
Benefit: it would allow for communications between internal users as Contacts for when the option is utilized, especially in those case...
Dynamics Pane Missing in Outlook for Received Emails
My customer deployed Sales Hub for 365. They want to track the email from Shared Mailbox to Dynamics 365 App. However, due to limitation, Dynamics 365 App for Outlook is not supported for shared mailboxes. Will it be any update for this to support tracking emails from shared mailboxes in Dynam...
Dynamic 365 add-in should be working for the users whose mailboxes are hosted on the onpremise environment and are part of disable connected experience.
Dynamic 365 add-in should be working for the users whose mailboxes are hosted on the onpremise environment and are part of disable connected experience..
we have a requirement to redesign this feature (Connected experience and Dynamics add-in) so tha...
Get the "Sent" date value of synchronized Emails in Dynamics 365.
Issue Description : To sort email items in Dynamics 365 by the "Sent" date, I hope available getting "Sent" date value of the Outlook email items in Dynamics 365.
Email Templates
Email templates went from 2 to 6+ clicks in the new outlook client. Also, you had the ability to easily see passed used email templates in the old client. The email template functionality is basically useless when using the client in the current state. It is much faster to copy/paste, or save tem...
When click on 'Regarding' unable to segment the search results by folders/entities
We use to have the ability to segment the search results by folders/Entities when click on 'Regarding'. But after the October 2019 release, unable to narrow down the search results to folders.
In Dynamics 365 App for Outlook, add a contact without tracking e-mail
Currently, "If the sender of the email is unknown to Customer Engagement, when you add the contact or lead, the email is automatically tracked in Customer Engagement and set regarding this contact or lead. To stop tracking, you can manually untrack the regarding email." Our organization uses Dyn...
Create a new System View specifically for the D365 App for Outlook
Hi I recently learned through an MS Support Case that the D365 App for Outlook uses the 'Case Lookup View' when searching for cases to track an email against. This OOB 'Case Lookup View' excludes child cases. We've found that we needed to modify that Case Lookup View to include child cases, ...