App for Outlook to be supported and work in Cross-Tenant configuration
Hello Team,
We have some cases where our clients would like to use the App for Outlook in Cross-Tenant configuration.
At the moment this is not supported and it is stated in the documents.
We would like to understand if such idea will be cons...
manual editing of connection from e-mails to contacts
Currently, the automatic tracking of e-mails for contacts is done to such an extent that it doesn't tmake a lot of sense for our field of work (cultural field) and is sometimes even quiet disruptive.
It would help us a lot if it would be possible to delete the connection of some emails a...
adjusting email tracking - choice option for the user
Our company recently switched from another CRM system to Dynamics 365 Sales and we have been surprised about the limitations in email tracking in Dynamics.
Automatic mail tracking for all contacts (To, CC, BCC, From) is not useful for our kind of work (culture/heritage sector). We were u...
Tracking a single email to multiple records
We would need the possiblity to track a single email to multiple records. At the moment it is only possible to track an email to a single record.
Modernize Email Template Search, Sort, Save As
It is very time consuming to find the right email template. The search is slow, clunky and too exact.
Please modernize the search of email templates and management of email templates like a "save as" feature.
PROBLEM: My font settings are not saving anywhere that I set them.
None of my Font settings are saving. I keep having to reset them.
Need support about images navigation and simple image processing in one window
Current design:
==========
When we preview the images of email attachment, we need to preview it one by one now by closing the previous window, then open another window. this experience is not very good.
Ideas:
==========
A more reasoble experience shou...
Make things compact to save valuable space
New Viva Sales app is better but Dynamics Sales app in Outlook is wasting space. Working with data means that its neccessary to fit as much data to screen as possible. The way CRM app in Outlook behaves is not very good. Should be more contact and also creating accounts and contacts should be ...
Offline mode for Dynamics365 App for Outlook
Some of our customers are using Dynamics365 CRM with Dynamics 365 for Outlook.
The legacy app has the Offline mode but the new App for Outlook which was created to work with new versions of Dynamics CE does not support such mode.
Due to connectivity issues some of the u...
Save files/attachments from Outlook to CRM directly
Hi,
While working with CRM we constantly need to save files received by email to CRM records. Its not very efficient to save files to some folder and then open CRM and attach them to some records. It would be allot less time consuming if can save file from e-mail to CRM record...