Mail merge attachments - Yes or No
It would be helpful to have a checkbox in the dialog of the activities during a mail merge to specify whether attachments should be added to the activity or not. Thanks.
Contacts in outlook getting dupliacted when Outlook contacts synchronized with CRM and iphone
Contacts in outlook getting duplicated when Outlook contacts synchronized with CRM and iPhone.
Many users use iPhone to access email as well as contacts.
CRM contacts synchronization clashes with iPhone Contact synchronization and causes duplicates of Contacts within Outlook.
This is...
Existing field in outlook prevents crm custom field with the same name to work in conditional formatting
When use condition formatting in outlook, we cannot use the custom crm field if the name is already used by outlook field. The outlook field take priority over the crm field.
For example:-
We have created a custom field "priority" in Contact entity (or any entity) in CRM. This field is ...
CRM Browser & CRM Outlook Client throwing script errors when displaying Sharepoint 2010 in CRM
Displaying Sharepoint 2010 in CRM using the following method results in pop-up script errors in the CRM Outlook Client & browser script errors in IE 8.
CRM Site Map integration details
Feature request for removing/deleting a particular attached file from a recieved email record in Dynamics CRM
Please provide function for removing/deleting a particular attached file from a recieved email record in Dynamics CRM.
Suggestion to improve using Microsoft Dynamics CRM for Microsoft Office Outlook (Outlook Client) add-ins
There are several Outlook Add-ins for users to choose and they are quite useful.
However, customer has reported that when you use Outlook Add-ins and other add-ins together, they cause CRM service to slow down and sometimes just freeze.
This is because multiple add-ins compete each other...
Ability to see why emails are 'Pending Send' status on GUI
I would like to see why and how those emails are 'Pending Send' status on GUI when you try to send emails from Dynamics CRM Online.
If you could see the reason for having 'Pending Send' status in details, you can decide whether to resend or not.
Discriminate the Email address which is related to Business Unit from which is related to Contact
The customer is configurating Email router with Microsoft Dynamics CRM Online. In his organization, some Email address are in both Contact and Business Unit. If external sender send an Email to that kind of Email address, Email record will be created and "To" field will be two values (Contact ...
Ability to set recurring tasks in Outlook and have them flow to CRM [CRM 2015]
Users want to set recurring tasks to reconnect with Contacts in Outlook but want to have those visible in CRM. This is so that if multiple people have recurring tasks for the same Contact, they all can join the other's "sales call", be excused because so-and-so has the better relationship, etc...
CRM Report - Export to PDF from Outlook Client does nothing upon application of Windows Update 2699988
Recent Windows security updates caused the Export to PDF function from a CRM Report to cease functioning. The option can be selected but "nothing happens".
This occurs only from within the CRM Outlook client - Export to PDF from the IE Web Applications continues to work.
While w...
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