Missing attachements when track emails with Copilot for Sales
When we use the Copilot for Sales to track emails to CRM, the attachements are not available in CRM.
We still have to use the Dynamics 365 app for emails with attachements and users have to switch back and forth between the apps.
Keep protection applied to protected emails synced from Outlook
When an email is encrypted using AIP Sensitivity labels and synced to D365 using D365 App for Outlook, email encryption and access rights are not carried forward and any user can access the email content who were not part of email recipient list.
The request is to keep the email encrypti...
Dynamics 365 App for Outlook functionality for exchange online cross-tenant authentication email profiles.
Dynamics 365 App for Outlook is not supported for cross-tenant configurations.
Users with an exchange online cross-tenant authentication email profile can’t set the regarding field within outlook client/OWA for Emails and appointments. Mailbox configuration and publishing of t...
Possibility of viewing email template
When wanting to use an email template in D365 Sales, it would be nice to be able to see the content of the email, when the template has been selected and even make changes/alterations to the email. Currently, when selecting an email template when writing an email, you cannot see either the sub...
Outlook Sales Pilot to offer opening the tracked email in CRM
After I have the confirmation that the email has been successfully tracked, I would love to open this CRM-Email record. Maybe where i get the confirmation? the ... offer me to change the related record or to delete it from crm but not to open it in CRM :-).
in the section of ...
Outlook Sales Pilot to suggest contact (from) as tracking from incoming email
Sales Pilot suggests me to track my incoming email angainst various entities (opportunities, account) but not the most obvious: the contact from which i have received this email to be set as a regarding (that contact does exist in CRM!).
I can add the contact via searching ma...
Use dynamic fields from related entities from custom entities in an e-mail
For every customer new custom entities are created and in a lot of scenario's it's needed to e-mail. I'd like to have functionality to use dynamic fields from related entities from a custom entity in an e-mail (template).
Scenario:
- custom entity: Group
-
STATUS DETAILSNew
Allow emails to be sent to the 'Email 2' field from contact timeline
Currently, emails can only be sent to the 'Email 1' field from the contact record's timeline. We need the ability to choose to send an email to an alternate or personal email for a prospect, and currently this cannot be done.
This give a lot of flexibility to the end users.
Automatic synchronization from Outlook to Dynamics 365 for Appointments
It would be very useful to introduce an option to enable automatic synchronization for appointments from Outlook to Dynamics 365, avoiding to manually track each appointment
Quickly transfer attachment from Activity Timeline to Documents on Sharepoint
There should be a way to quickly transfer an activity (usually email) attachement from the Timeline to the Documents library (SharePoint integration). Two ideas:
- Via Assistant : Suggested documents. Assistant suggests adding a document in an email to the Document library....
STATUS DETAILSNew