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CRM 2015 0.2 | End users wants to add a OK button when they see 'Wrapping Up’ popup upon tracking email in Outlook.

End users of company- 'Giro' wants to add a 'OK' button when they see 'Wrapping Up’ popup upon tracking email in Outlook.

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1 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

Duplicate suggestion

14

Emails with rich text formatting saved in CRM that have an attachment at the first line get saved as attachments

Every email that is saved in CRM that has rich text formatting and has an attachment on the first line will get saved as attachments in CRM and not displayed as normal email activity.

It is happening on every version of CRM.

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0 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
14

Drag & Drop Emails From Outlook to CRM (In Browser) to 'Set Regarding'

'Set Regarding' can be tedious. Especially when using the Outlook dialog box to navigate to the correct CRM record.

Often users will work in both Outlook and CRM (in the browser) simultaneously. This works particularly well when users have two monitors.

Rather than having to nav...

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0 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
New
14

Contact merge impact on Outlook contacts - indicate 'Inactive' status of CRM contact in Outlook.

If a contact created by a user in Outlook is promoted to CRM - and is subsequently merged with another contact in CRM - the original Outlook contact shows no indication it's linked to an inactivated/replaced record -

Consequently, the user will not receive updates from the 'surviving' ...

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1 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
14

Sharepoint document locations security causing issues in CRM

We have a custom entity that has 2 document locations associated with it. Certain groups can read/write documents to both locations, but other users can only read one of the locations. We cannot find a way to force the sort of the document locations to always show the one common location on ...

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1 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
14

Extend and customize the CRM to Outlook tracked contact field mappings

Please allow us the ability to customize CRM to Outlook mappings, we'd like to be able to:
- Choose which fields get sent up to CRM when a contact is tracked
- Choose and alter which fields in outlook sync to fields on the CRM Contact
- Disable certain field mappings between CRM & t...

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2 Comments

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Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review
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 (924)

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 (924)

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 (924)

STATUS DETAILS
Completed
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 (924)

STATUS DETAILS
New