55

Possibility to set the default font for email per user

It would be great to be able to set default fonts and font sizes for composed emails in Dynamics for each user. Eg on their personal settings. It would also be great to be able to set the default font and font size for composed emails on the system settings.

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14 Comments

Read more... 14 Comments

Category: Email (157)

STATUS DETAILS
Completed
Ideas Administrator

For more information, see-

1. https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-font-admin#enable-the-rte-control-in-the-email-form

2. https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/rich-text-editor-control

Regards, 

Product Manager, Microsoft  

38

Preview of Attachment Content without downloading

• We have System and Custom Entities, Users will attach documents to these records. • We would like to see the content of the attachment as preview without downloading those documents. • We would like to see record related email attachments in one place.

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1 Comments

Read more... 1 Comments

Category: Email (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Regards, 

Naman Agrawal

Product Manager, Microsoft

37

Drag and Drop

Drag and Drop contacts between To and CC. Want functionality similar to Outlook/OWA.


Today in D365 you have to look up each contact to add. You can take someone already in the TO and just drag them into CC or vice versa.

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1 Comments

Read more... 1 Comments

Category: Email (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

This item is currently under review by our product management team. Please continue to add comments and discuss use cases on this thread to help us understand your needs!

 

Regards,  

Naman Agrawal

Product Manager, Microsoft  

34

Allow administrators to configure if an email template subject should override the email subject

The idea is pretty simple, every time you insert an email template in an email you get an annoying popup if you want to override the email subject from the template. A very common scenario for most of our customers is to use both email templates to respond to customers as well as for agent signat...

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0 Comments

Read more... 0 Comments

Category: Email (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Regards, 

Naman Agrawal

Product Manager, Microsoft

25

Default language selection for templates & signatures based on user language

When a user selects a language for their labels in their Personalization settings which is not English, the user will still always be prompted to use the English language by default when they are adding or creating a template or a signature.


This does not feel intuitive to use...

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0 Comments

Read more... 0 Comments

Category: Email (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Regards, 

Naman Agrawal

Product Manager, Microsoft

22

Allow custom corporate font as default in email

Should be able to make custom corporate fonts as default fonts in email sections of D365 CRM

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9 Comments

Read more... 9 Comments

Category: Email (157)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. It seems that the requested feature has meanwhile been made available.

For more information, see-

1. https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-font-admin#enable-the-rte-control-in-the-email-form

2. https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/rich-text-editor-control

Regards, 

Product Manager, Microsoft  

20

Possibility to collaps email conversation threads in timeline

In order to get a better overview in the Timeline control, it would be helpful to be able to configure the Timeline to collapse email conversation threads similar to how it is done in Outlook.

I.e. default show the latest email in the conversation, with the possibility to expand instead ...

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3 Comments

Read more... 3 Comments

Category: Email (157)

STATUS DETAILS
New
20

Bug - E-Mail Message Popout on "Enhanced Email From Timeline" loses "To" and "Regarding"

Although this is standard behaviour, so this would be classed as a "New Idea", I'd class this as a bug.


When using the "Enhanced Email for Timeline" feature, if you create a new email from a case/opportunity, then choose to pop-out the email to a new window, the "Regarding" an...

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0 Comments

Read more... 0 Comments

Category: Email (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your idea.

Please provide further details so that we can understand your idea better.

Regards,

PM, Microsoft

19

Preview timeline and email attachments in browser

We can now preview the image file of the Dynamics 365 email. https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-overview#preview-image-attachments Similarly, if the timeline note or email attachment are something other than an image, we want it to...

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0 Comments

Read more... 0 Comments

Category: Email (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Is there any particular file type that you are looking to preview?

 

Regards,

Naman Agrawal

Product Manager, Microsoft 

19

Dynamics for Outlook - Convert email to case

Currently, you can use the Dynamics for Outlook add in to create a case while looking at an email or to track an email to an already created case. If you want to create a new case (or convert an email to a case) from the add in you can simply open it and do so but the information such as Custo...

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0 Comments

Read more... 0 Comments

Category: Email (157)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for the suggestion. We are not investing in any new features for the Dynamics 365 app for Outlook. All our future investments will be in building Viva Sales and the future of M365 integration.

Please evaluate Viva Sales and the Microsoft 365 collaboration integration and open new feedback items against those applications accordingly.

 

Thanks,

Product Manager,

Microsoft