49

Track email from a Shared Mailbox using CRM for Outlook

PLease can you add the ability to track email from a Shared Mailbox using CRM for Outlook. Currently if you try to track an email from a Shared Mailbox you get the following error:
"Only items in the default Microsoft Outlook store can be promoted to Microsoft Dynamics CRM.Item Name=subjec...

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10 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
48

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...

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5 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

This was delivered previously. Let us know your feedback. Thanks

43

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.

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7 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

This is a duplicate and we already have 64 bit version of our client - at least since CRM 2011. Thanks for your feedback.

43

CRM use SharePoint as content / document plattform for archive

I know the answer about the other SharePoint feedback.
but in real world, i am implementing SharePoint for content and document management with gouvernance and archive policies.
when CRM could use one or more SharePoint doclibraries, CRM could an integrated and easy usefull solution ...

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4 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

We already have sharepoint integration since CRM 2011, and since CRM 2013 we also have server-based integration. Thanks for your feedback.

42

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.

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10 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
40

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.

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3 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
39

Give more options for e-mail address resolution

I have come across several companies that create contact records for people who are also users. Typically this is because they want internal contact data to synch with their Outlook contacts and their mobile phones. The problem is that if you have email addresses on both contacts and users, ap...

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1 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

This is a duplicate and will be delivered with the fall release. Thanks for your feedback.

37

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...

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0 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

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

 

 

 

 

 

37

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

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1 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

 

we have no plans to do any further updates to CRM for Outlook. Thanks for your feedback

37

Support for Outlook 2010 - both 32bit and 64bit

I had to reinstall Office 2010 64bit to a 32bit version to make CRM 4.0 work.
It had been nice to could use CRM 4.0 and 5.0 when it ships with my Office Outlook 2010 64bit version

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1 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

Duplicate. delivered 64 bit since CRM 2011