45

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

Read more... 7 Comments

Category: Microsoft Office Integration (832)

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.

44

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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11 Comments

Read more... 11 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
New
42

Optional send invitation request on server-side appointment synchronization

As Microsoft has introduced the server-side synchronization to sync CRM Activities with Microsoft Exchange without the need of Dynamics CRM for Outlook Addin this is a great new feature while working with mobile devices.

However, there is a pitfall for customers working with appoin...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review
Ideas Administrator

 I thought we do support this if you create an appointment for yourself. However, let me check if we have any way to create appointments and not meeting requests. Thanks for your feedback

38

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

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0 Comments

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Category: Microsoft Office Integration (832)

STATUS DETAILS
New
38

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

Read more... 0 Comments

Category: Microsoft Office Integration (832)

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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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Declined
Ideas Administrator

 

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

37

Ability to turn off phone integration (Lync and Skype)

With the upgrade from CRM 2011 to 2013 we have phone number fields on contact and account entities that were converted to the phone number field format. With this format, the phone numbers now are links that integrate with either Lync or Skype, based on CRM org settings. We don't use either of...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Planned
Ideas Administrator

Thanks for the feedback. we will include this in our long term roadmap.

35

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.

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4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
New
35

custom activity type option on tracked meeting

When tracking an appointment in when using the Outlook App w/ server-side sync in D365, there is the option to creat a related activity.  In this case, you can create a Task, Appointment or Phone Call.  It would be great if you could include all activity types, but more specifically,...

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7 Comments

Read more... 7 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
New
35

CRM 2016 | When generating (Export) a Word document and using a multiple lines of text field that contains multiple lines of text, the text is generated as a single line of text

On 2016 Environment
Create a new Account record, enter the mandatory fields
In description text box enter the text in format
1
2
3
4
5
6
Abc
XYZ
Save the Account record,
Click the ellipses and click Word Template --> Account Sum...

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (832)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for your feedback. we will look into this.