14

Tracking Exchange Mailbox Items Happens in the Outlook Client! Crazy!

When tracking Exchange Mailbox Items in CRM (e.g. an Email, a Meeting, a Task) within CRM, the item is not added into CRM until it has been processed by the Outlook client.

This may seem fine when tracking your own items, but when you have a number of remote workers (e.g. On-Site Engine...

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2 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
14

CRM - Integrate custom activity fields in the outlook client

If you customize for example the email or task activity and add some custom attributes it is not possible to fill them from outlook. So we need to change to the web ui to fill these additional fields

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1 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review
14

CRM - Outlook Client does not reconnect after resume from standby

If the pc/notebook is put in standby mode and you wakeup it again the outlook client is not able to reconnect to crm. It is required to restart outlook which is very annoying.
Can you at least add an "Reconnect" button to the CRM client or always try to reconnect automatically.

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1 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
13

Provide a way of filtering document templates

My customer has thousands of word templates.  Provide a way to filter document templates based on business unit, language, geographic region or other criteria so a user can restrict the Word templates to the ones that apply to that case based on different filter criteria.

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7 Comments

Read more... 7 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
New
13

Integration with Microsoft Teams

Microsoft Teams brings a new interesting way for collaboration and I believe it would be useful to have this functionality withing Dynamics 365, like we ha...

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1 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
13

Dynamics CRM is unable to handle PKI encrypted emails (.p7m) in web client

In our project a x% of emails are sent encrypted by public authorities.

We do not use Outlook client and the emails are routed directly to CRM as email activities. We then figured out that any encrypted email lands as an email activity with an attachment (.p7m). It is not possible to op...

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0 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New
13

CRM Outlook Client light

In many projects we have massive problems with the Outlook Client when it comes to usage of full CRM functionality + offline within Outlook. It would be great to also have an Outlook Client light which only offers the possibility to track mails, appointments, contacts, ... in CRM and convert t...

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1 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review
13

Unable to Set Dashboard as Default in Outlook Client [2013 Regression]

It would be logical to allow users to set their default Dashboard within the Outlook client for CRM online. This function was available in CRM 2011 Outlook client but disapeared with the upgrade to 2013. The only way to set the default Dashboard is to use the web interface. We choosed MS CRM b...

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2 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review
13

CRM 2013 - Quick Create button is not available when using the Outlook client

the new quick create function is great--where you can create a new record for any entity using the quick create form. This is something that users want to do in Outlook too. You already have the "crm record" button on the CRM tab of the Outlook ribbon--could you make that call the quick create...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review
13

Connection between OneNote and CRM

I would like there to be a connection between MS OneNote and Dynamics CRM, similar to the CRM for Outlook connector (although, I'd be nice not to have to install anything).

My use for this would be fairly simple. Basically, we'd like to be able to create a page in OneNote, then connect...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review