11

Add callto:// protocol handler to available phone number hyperlink actions (besides Lync and Skype)

MS CRM 2013 introduced the new type of Phone Number for single line text fields adding very usefull functionallity for formatting phone numbers and handling phonecall activities.

However the handlers for the Phone Number hyperlink are limited to Lync (lync://) and Skype (skype://) makin...

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

sensitivity settings change how tracked emails are saved in CRM

If a sent or received email has the sensitivity set to anything other than the default (ie personal, private or confidential), when the email is tracked the email bosy is blank and instead there is a .msg file attached containing the full emaill text. We raised this with Microsoft directly (ca...

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4 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

CRM 2013 - Quick Create button is not available when using the Outlook client

The Quick Create button is not available whne using the Outlook client even though it is enabled.

Here is a scenrio using the web client:

1. Open Activity --> Emails --> Recieved.
2. Consdier some recipients have not been resolved as they are not in CRM.
3. Use Quick Create...

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

Enhance UnTrack to Break Link on Future Emails

Currently the untrack action when performed by the user, this link information is destroyed at the client side only. The CRM platform server is unaware of this change the only change is the CRM icon in Outlook gets replaced with the default email icon.

Since the CRM Outlook addin was ...

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3 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

Sharepoint - CRM integreation with templates

We woud like that the sharepoint - crm integration is more versatile.
What we really need is the chance to make new documents based on a template(that automatically gets filled in with for example customer info).

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

Outlook connector for Mac

Why is the outlook connector not available for Outlook/Office for Mac? As you provide already Office for Mac, will support multiple browsers as of Q2/2012, ...There are many users running on Mac.

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Declined
11

Reply with Outlook mail form from history email

Be able to reply with outlook email to emails that are tracked in CRM (history)
As it is know you are only able to use Outlook email when creating new CRM Emails,
If you reply to a CRM email a web form is opened.
It would be really nice to also have Outlook email when replying to CRM...

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2 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

Seamless (not tight) integration with OneNote and Microsoft CRM

I can provide several use cases for the need of seamless integration with MS OneNote.. Please do not think that storing a .one file is integration.

Scenario 1.

I'm a sales person on a call with a Lead and need to capture INK handwritten notes on my tablet PC.

Scenario 2

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1 Comments

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

Allow "Track in CRM" to track IMAP accounts!

In Outlook, when clicking "Track in CRM" for a message in an IMAP account, the following message appears:

Only items in the default Microsoft Outlook store can be promoted to Microsoft Dynamics CRM.

Does Microsoft really think that people only have one email address, on one excha...

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7 Comments

Read more... 7 Comments

Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review
11

Change default value to Create CRM activities for Mail Merge Activities

The Microsoft Dynamics CRM Mail Merge for Microsoft Office Word pop-up Windows appearing at the end of a CRM mail merge activity defaults to Do not Create Microsoft Dynamics CRM activities... I recommend this default option to be changed to Create Microsoft Dynamics CRM activities since acti...

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review