Need an option to Enable or Disable the functionality of sending Test Email when Testing and Enabling mailbox.
Customer should have the ability to Enable or Disable the functionality of sending Test Emails when 'Testing and Enabling' a Mailbox while configuring Server Side Synchronization.
Ability to manage entities that display in the Set Regarding feature in CRM for Outlook
Would like to have the ability to identify the entities that are available for the Set Regarding feature in Outlook. Only entities enabled for Set Regarding would display in the list. All other functionality of the Set Regarding feature would work as it does today.
Feature enhancement: Ability to immediately Track email from Outlook and promote the email to CRM in server-side sync
Enhancement needs to be made so that as soon as the user clicks on "Track" in CRM from Outlook, the email is promoted to CRM in server-side sync, so that user can perform "Convert To" action to further edit the activity record in CRM.
In current state, as of April 2015, the "Convert...
Customizable template for Server Side Sync Test and Enable email
Customers should have the option to modify the email template that is sent upon successful Server Side Sync configuration
We appreciate your valuable submission. Currently, we are in the process of evaluating this idea for potential inclusion in the 2024 Wave 1. Thank you for your patience and contribution to our ongoing efforts.
Thanks,
Revathi
Print Preview from Outlook CRM record not available in 2013
Since the upgrade, the option to print a form is not available when opened from outlook. If you open a form using the web, the print preview option is available and it prints all the information on the the form opened. If opened from outlook, the option is not there. There is no way to print t...
we not planning any enhancements to our outlook client. Thanks for your feedback
CRM 4 for 64 bit Outlook 2010
I hope that you release a 64bit CRM 4.0 Outlook 2010 client. I want to move to Windows 7 64bit.
I cannot do this without the 64bit client.
This is a duplicate and we already have 64 bit version of our client - at least since CRM 2011. Thanks for your feedback.
Dynamics CRM is unable to handle PKI encrypted emails (.p7m) in web client
In our project a x% of emails are sent encrypted by public authorities.
We do not use Outlook client and the emails are routed directly to CRM as email activities. We then figured out that any encrypted email lands as an email activity with an attachment (.p7m). It is not possible to op...
Dynamics 365 App: Convert Email to Case
Please add the ability to convert an email into a case. You can currently create a new case using the app, but having the ability to track the email and auto populate fields from the email in a single click to create a case would be a logical step.
Bi-directional sync of Contact's Company field between Outlook and CRM
CRM for Outlook synchronization settings do not allow bi-directional sync of an Outlook Contact’s Company field to Company Name/Account field in CRM web. It is required to Set Parent. Today, if you were to edit a Contact's Company field via Outlook or mobile Outlook app, it will not sync...
This is a very tricky ask. We have heard this before, but, is very difficult to fulfill. Company corresponds to an entity called "Account" in CRM. We already let user map the contact to a parent account in outlook client. It is a "lookup" field in CRM on contact entity. if we allow user to change "company" field and sync, it will cause either duplicate accounts being created if we let the user edit something which is a "text field" in Outlook. it is freeform in Outlook since every contact record is unique to the user in outlook/exchange while data in CRM is shared. NO experience will be satisfactory to all users. It does not make sense to set the parent value since every user may create their own version of company name - for example MSFT, Microsoft, Microsoft Corporation, Microsoft Inc, MS and overwrite others. It only makes sense if it is a new account, but, you never know since that account may have been created in CRM before under a different name. We cannot even throw a message to the user since the company attribute is controlled by Outlook, and we cannot use our app or add-in. If there is a solution that is acceptable to you, please let us know. However, it may not be acceptable to many other customers and we will have to support multiple approaches with configurability.
It is important to understand that data in CRM is shared while data in outlook /exchange is a separate record per user in user's mailbox so you cannot apply the same principles that you could do in Outlook.
Thanks for your feedback
MVP Bug: Cannot expose chart pane for Activity views in outlook client
If you use CRM for Outlook, you cannot show the chart pane for activity views. Activity views can have charts in the web client, they just don't show up in Outlook. The only chart button in the ribbon that is available is the import chart button
we have no plans to do any further updates to CRM for Outlook. Thanks for your feedback
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This was delivered previously. Let us know your feedback. Thanks