Dynamics 365 App for Outlook: add an option to convert an email into lead or case
In sales or service scenarios, it should be a one click action to track an email and convert it into a lead/opportunity, right from the Dynamics 365 App for Outlook.
Dynamics 365 App for Outlook: Make CRM fields available for new created appointments
We have customized the Appointment form in CRM with fields which are mandatory (both in the technical aspect as well as from the business perspective).
When we create a new Appointment in Outlook directly from the calendar, on the Appointment form, we click the Dynamics365 App. Here the...
Tagging of emails which are manually tracked into Dynamics CRM
While using the Dynamics 365 Addon on for Outlook manually tracked emails are not always tagged as such for the one who tracked the email. Additionally if more users in the company received this email, it is not reliable displayed that this email was already manually tracked from one of the us...
Issue showing HTML tags when exporting to Excel
HTML tags are displayed when syncing appointments from Outlook to D365.
Therefore, the policy may be to enable RTE on the main form and change the column formatting to rich text.
However, when exporting an appointment record to Excel, HTML tags are included in the exported Excel De...
Have the option to synchronize the Gender field between Dynamics and Outlook
We want to be able to choose whether to synchronize the Gender field (OOB field in Dynamics and Outlook) between Dynamics and Outlook. The current synchronization filters do not include this (either as an included field like for Email or Full Name or separately). We had this option with the depre...
Extend email experience to Email Templates and Email Signatures
Hi Team, As the email experience has been enhanced in recent updates, it would be great of the same experience can be extended to Email Templates and Email Signature. It will help to improve the overall email experience such that customers will be able to use Email Templates and Signatures with...
Duplicate identification
It is possible to create records in the App for outlook, but the duplicate rules are not triggered on save. We would like duplicate rules to be triggered ! :) Pierre-Olivier
Open the addin from a shared Mailbox
Hello team, We need to open the add-in from a shared mailbox, this in order to view the email sender if he is existing in CRM. Thank you Pierre-Olivier
Change Outlook Category Label to "Tracked to Dynamics 365 (Unsuccessful)"
Right now the label is "Tracked to Dynamics 365 (Undeliverable)". The use of the word "Undeliverable" causes a person to think the item was not sent. If the word was changed to "Not Tracked" or "Untrackable" or "Unsuccessful" this would convey a clearer message.
Hide [Relationship assistant] after clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?
When clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?, [Relationship assistant] is displayed. Currently, [Relationship assistant] cannot be hidden. It would be user-friendly if the feature can be hidden.
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