30

Server Side Sync: Mailbox gets disabled when Exchange Online service interruptions occur

Our customers have a CRM queue with a linked Exchange Online mailbox which receives e-mails from the company website to process by using Server Side Synchronization.
We noticed that sometimes, after running for a few weeks correctly, the e-mail processing stops suddenly (but this doesn't...

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3 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

Duplicate of another suggestion. We have made many improvements to reliability in last 2 years. if you are still having issues, please file support cases and escalate, and we will investigate. Thanks for your feedback

30

Quick Create from Outlook Client

The Quick Create menu is not available from CRM for Outlook. Users want to have Quick create in Outlook to provide a consistent user experience when switching between web and Outlook.

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2 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
Ideas Administrator

Thank you for your feedback. We are re-categorizing this feedback to get it in front of the right team.

 

Sincerely,

Neeraj Nandwana

PM, Microsoft

29

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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4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (924)

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

29

Mass Update of records via Excel

The ability to export a group of records, such as contacts or accounts, modify entire columns in order to support an updated grouping or filter, and then re-import the updated records would be valuable to users and to support departments.

- Teams which had inconsistently used CRM re...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
28

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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2 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
28

Allow filtering and sorting of related entity records in Word Templates

When creating Word Documents using a Document Template - allow filtering and sorting of the related records. If you are creating a Quote document you cannot sort using a sequence attribute or filter to only show a specific product type.

 

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4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
New
27

CRM 2015 0.2|End users do not want to see 'Wrapping Up’ popup at all when tracking email in Outlook

End users of company- 'broadridge' do not want to see 'Wrapping Up’ popup at all when tracking email in Outlook.

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3 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
Ideas Administrator

we will look into this again. thanks for your feedback.

27

CRM 2016 - CRM App for Outlook

The CRM App for Outlook doesn't seem to work on the Apple on Android device.
Error message in the OWA App on the iPhone 6: You're browser is currently not supported.
Android Device: Goes into the authentication page and gets stuck in an infinite authentication loop

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0 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

we are releasing a new version of the app with Centaurus if you are still having issues, please file support requests and escalate in support channel. we will investigate. Thanks for your feedback.

27

Favorites in Outlook

(Background: In the 4.0 Client, we taught users to drag their most commonly used areas of CRM into the Outlook 'Favorites' folder. I understand the reason we lost this in the 2011 client is due to a bug in Outlook that doesn’t look like it’ll be resolved in Office 2010.- This is a ...

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for your feedback Not planning any enhancements to outlook client. I am not sure if this is even applicable any longer

27

Mail Merge - Automatically Create Activities

A CRM user has the option to create Letter Activity records when they execute a mail merge. The customer has a legal department requirement that all mail merge documents must be tracked in CRM. They need to most efficiently modify CRM to always create these mail merge Letter Activities instead...

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6 Comments

Read more... 6 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Planned
Ideas Administrator

we will not invest in current mail merge, but, we will look into new server side document generation and if we can create an activity for the document that is created.