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V9.2 D365 Outlook Client

Hello, After months of testing Delegate tracking in V9.2 (CRM Outlook Client), Microsoft confirms this is a bug and told me create an idea suggestion. Thanks, Jose Fleitas

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Server Side Sync Global Settings

Make features like TrackedCategorizedItems available at the Exchange Profile level to allow companies more flexibility as some departments have differing uses for D365, but in order for everyone to have access to the D365 App for Outlook you must be on SSS. By moving more of the tracking setting...

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1 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Office add-in- �Dynamics 365 app for Outlook� should not ask for authentication in �Outlook for iPhone 12.1

�Office add-in- �Dynamics 365 app for Outlook� should not ask for authentication in �Outlook for iPhone 12.1 � when we have already logged in to �Microsoft Authenticator� on iPhone and all other apps like TEAMS, SharePoint, OneDrive is getting authenticated all at once with �Microsoft Authentica...

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Dynamics 365 App for Outlook

The Director's inboxes in Outlook are usually managed by the PA. Therefore PAs have their bosses inboxes delegate them. It is a shame that the Dyanmics 365 App for Outlook does not work for delegated inboxes. This makes this tool useless in a way that companies are structured these days. Thanks...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Change the default preview filed for entity

In Dynamics 365 App for Outlook if we open a record (Account) for example we have the option to see additional information about this record. When we select for example Contact, we have preview information displayed under the name of it such as phone number and Related account. We would like to b...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Dynamics 365 App for Outlook icon for digitally signed emails

ISSUE: ------- When user from Dynamics 365 online instance tries to track a digitally signed emails using Dynamics 365 App for Outlook, Cu gets an error stating "This action cannot be performed. The permissions for this message are limited." steps to replicate the issue: ----------------------...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Sync Button - D365 App for outlook

D365 CRM App for Outlook, once enabled and configured, does not have two options. 1) Explicit 'Sync' option i.e. I would like to have a button, which would force Sync on demand with my CRM Organisation 2) If I have multiple Organisation (during testing, I can have multiple CRM instances), I need...

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1 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Dynamics 365 App for Outlook - Outlook folder tracked icon

Currently, there is no way to determine at folder-level (i.e. in your Inbox), which emails are tracked/set regarding. There needs to be an icon or some other UI change made to show tracked emails vs untracked without having to select a specific email and launch the App.

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1 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

App for Outlook Synced Service Activities need to link to related record in Dynamics 365

Currently when using server side sync, it is possible to sync Service Activities, however, when using the Dynamics 365 app for Outlook on the Calendar appointment, it just says "appointment is tracked" and has no link to the related record in Dynamics 365. There needs to be a link, just like f...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Synchronisation of single contact with multiple users in Outlook

We are currently using sever side synchronization and App for Outlook to synchronize emails and contacts from CRM to Outlook.

Contacts in CRM has an owner and a set of relationship managers recorded in form of a grid on Contacts page.

When the synchronisation happens, the contact...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.