35

Prevent automatic tracking of emails (while using Server Side Sync and the Lightweight App)

A lot of times the business requirement is to only have emails in CRM that users track manually. Therefore there should be an option to fully prevent automatic tracking of emails, while using the Lightweight App for Outlook.
This should be set globally for one CRM organisation, via S...

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11 Comments

Read more... 11 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
New
35

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 (924)

STATUS DETAILS
Planned
Ideas Administrator

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

34

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 (924)

STATUS DETAILS
New
34

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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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
New
34

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 (924)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for your feedback. we will look into this.

34

Display subfolders in server-side sharepoint

When you enable server side sharepoint integration with Dynamics CRM, subfolders in the document folder are not displayed. This is a big limitation

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2 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Planned
Ideas Administrator

Duplicate of another idea submission. On our roadmap

34

CRM keeps acting strange with server-side synchronisation and Email Router settings

Using server-side synchronisation and Email Router on CRM Online never seems to work correctly, and it is rather unstable.
Customers keep getting an error message such as 'An error occurred while creating the incoming email "xxx" in Microsoft Dynamics CRM for the mailbox ', and there has ...

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

we have done many reliability improvements for server side sync in last 2 years. If you are still have issues with reliability, please file support requests and escalate them. we will look into them.

33

App for Outlook / Shared Calendar Appointment Tracking

I would like to see the Dynamics 365 App for Outlook add Appointment tracking capability for Shared Calendars.

 

Perhaps this is already on the longer term roadmap?

This capability was available with the older .COM Add-in Outlook Client i...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
New
33

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...

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

we not planning any enhancements to our outlook client. Thanks for your feedback

31

"The e-mail below might contain script or content that is potentially harmful and has been blocked" is always displayed

Outlook 用 CRM クライアントから送信したメールを Dynamics CRM Online 上で確認すると、「下記の電子メールは、問題を起こす可能性があるスクリプトや内容を含むので、ブロックされました。」というメッセージが常に表示される。

When I see e-mail that sent from Microsoft Dynamics CRM 2013 for Outlook, "The e-mail below might contain script or content that is potentially harmful and ha...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
Ideas Administrator

we will investigate this. Thanks for the feedback.