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...
Duplicate contact in Outlook when using D365 App for Outlook to create that contact in D365
Hi Dynamics 365 Community,
Recently, we have had a problem that duplicate contact is created in Outlook when users use App for Outlook to add that contact in Dynamics 365. I'm informed that this is a gap at the moment that MS can't address but just wanted to bring it up here f...
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...
Drop and Drag email functionality
Previous version of CRM we could drag and email from Outlook to the attachment symbol on a note and it would attach the email. Could this be reinstated?
Track email from a Shared Mailbox using CRM for Outlook
Can you add the ability to track email from a Shared Mailbox using CRM for Outlook. Currently Only items in the default Microsoft Outlook mailbox can be promoted/tracked to Microsoft Dynamics CRM User have to move the email form shared mailbox to his mailbox to be able to track.
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
Track emails on a contact who has multiple email addresses
Hello, A contact can have several email adresses. We can use the system email address fields, or custom. We would like the email sender to be recognized not only when the "business email" is recognized but also if the email is in the other email fields of the contact. Thank you ! P-O
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