22

Looping Emails from Auto Replies (SSS) - identify case auto reply as an autoresponse

Looping Emails from Auto Replies (SSS)
This is to do with case creation rules sending out an auto reply. We can trigger an infinite loop of auto responses if we mail someone who has an auto reply rule set on their side too.

-Incoming email for a contact-------> Arrives in th...

Read more...

1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

 I think this has been fixed. If you are still running into issues, please file support case and escalate. we will investigate. Thanks for your feedback.

22

Allow tracking of emails from outside of Outlook

CRM has taken major steps forward with server synchronization and being able to synchronize already tracked activities, but there is still a major gap--emails not sent from Oultook cannot be easily tracked. This is a major gap and should be addressed to complete the server sync story. Synchron...

Read more...

1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

we delivered this with folder based tracking. Do you need any further improvements on this? Please let us know your feedback. Thanks for your feedback.

21

Unable to know whether the email is tracked or not while using Dynamics 365 for Outlook

We are unable to know if the email was being tracked in CRM, without going to each email. In Outlook Web App(OWA) we need go to the email, launch the little Dynamics icon to determine if the email is being tracked. There is also no notification on email in Ou...

Read more...

0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
New
21

Make Outlook Synchronization and auditing play together better

Outlook contact synch and auditing don’t play well together. If you have a bunch of outlook users and they are synching their contacts every 15 minutes, it creates an audit record for each contact every time in synchs, even if nothing is changing. This overloads the audit table.

Read more...

0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

Not sure if this is relevant any longer. if you see a problem with server side sync, please file a separate suggestion. Thanks for the feedback.

21

64-Bit Outlook 2010 CRM Client

Suggestion-
Microsoft Office CRM Connector for 64Bit Office 2010

Read more...

2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

duplicate of another feedback item. thanks for the feedback. 64 bit outlook client exists since 2011

21

CRM- Set Regarding is limited to just one item

I would like to see the Regarding field of an Activity able to reference multiple records from multiple entity types.

For instance, if a user makes a phone call during which they dicuss an Account, several Opportunities and couple of Cases, when setting the regarding field for this ...

Read more...

5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined
Ideas Administrator

This is a duplicate of another suggestion for "multiple set regarding". we will look into this to be added to our long term roadmap.

20

CRM 2011 Outlook client View : Not Sorted Alphabetically

CRM 2011 IE Views sorted alphabetically working okay but CRM 2011 Outlook Views they seems to sorted on created on date rather than alphabetically.

Please refer attached document for more details on this issue

Read more...

4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined
Ideas Administrator

we are not planning any new enhancements to outlook client.

19

Ability to set Excel Export privilege on entity level

It would be really great if we have a simple way to change Export privilege on entity level.
For some entities, users do not wish to export them. We need a simple way to disable or enable the ability to export privilege on entity level.

Product Version : 2016 and others

Read more...

0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Planned
Ideas Administrator

Great feedback. we have heard it before. we will consider it in future.

18

Ability to hide some of the entities that are shown in the Set Regarding feature in Dynamics 365 for Outlook

It would be nice to hide some of the entities that are displayed when a user clicks [Set Regarding] to open a system view.

 

Read more...

0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
New
18

Automatic email attachments transfer from CRM to SharePoint

Whenever an email is put on "Set regarding" or "Track" in CRM, the corresponding email attachment is stored in CRM as well. However, it would be much better, if the email attachment would be stored automatically in SharePoint instead.

Read more...

3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review