4

App for Outlook 9.0 (in Public Preview) not active when sharing files from Office Programs

When a user is in an Office application and uses the Share file via email option, an email from Outlook opens with the file attached. Nice! What is not so nice is that the Dynamics 365 icon is grayed out. The Launch Dynamics 365 Pane is inactive when the emails is generated from an Office Progr...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
4

CRM App for Outlook - allow only to track emails

Currently to use CRM App for Outlook we have to have it sync our emails.  This is dangerous that an executives private emails can sync to CRM.  The setting to have the least synced is a personal setting for "emails in response to CRM Email Messages".  We should ...

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1 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. It is possible to configure users to not automatically track any emails. This can be enabled using some different settings documented here:

Default OrgDBOrgSettings for server-side synchronization - Power Platform | Microsoft Docs

SSSForceFilteringMethodForUserMailboxes

HideEmailAutoTrackOptions

You can use one or both of the options mentioned above. There is also another setting named HideTrackAllOption.

4

Allow users to Pin a record in the search results screen within the Dynamics 365 App for Outlook

Users in my organization often search for the accounts they manage first and then want to pin them to their pinned records area in the Dynamics 365 app for Outlook.  They CAN pin if it eventually shows up in their global results list of accounts, but CANNOT if they search for the rec...

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1 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
4

Number of activity type entity is limited to 5 in Dynamics 365 app for Outlook

Issue- Number of activity type entity is limited to 5 in Dynamics 365 app for Outlook in 8.2 version.

Able to see only 5 activities type entity in Dynamics CRM app for Outlook in OWA and Outlook. 
repro steps
on new email in OWA----> click on D on right hand side-...

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1 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
4

It should be possible to disable the App for Outlook only from Outlook and not from the Web.

Now we have the new App fro outlook.
When we enable it gets enabled for Exchange online as well as the desktop Outlook.
We need to disable the outlook App only from Desktop Outlook and it should be active on the Web.

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
4

CRM App for Outlook appointment tracking must be enabled

At the moment App for Outlook tracks only emails to CRM but a full feature for calendar ectivity tracking is needed.
Otherwise all users need to use the full Outlook client to track both email and appointment activities.

The App for Outlook is now an excellent way for Mac users to...

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
4

Outlook reminder time and due date conflict bug

Issue Definition: Once you change the date on existing task that contains a reminder set on specific time the reminder changes to midnight.
Scope Agreement: The case will be considered resolved once the reminder time is kept after changing the due date of the task (unless not supported cust...

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1 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Under Review
3

Task rich text Description to be properly synchronized to Outlook

We have enabled rich text editor for the Description field at the Task entity. When respective Task is synchronized to user's Outlook, the formatting is lost and HTML tags are shown instead. We were told by a support team that proper synchronization is available for Appointment entity at the m...

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
3

Set Regarding (email) should be set against multiple entities, and more than one record in an entity (e.g., an email could be linked to 2 opportunities and an account)

Hi, many Dynamics users including myself would like to have a possibility to set an email regarding against more than one record of an entity (e.g., an email that is linked to more than one Opportunity or an Account) and to more than one entity at a time (e.g., the same email would go on a Tim...

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
3

Change default font in D365

Is there a way to update the default font for the email activity within Dynamics 365? The current one sucks.

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New