Tab key doesn't work when creating any record using Dynamics 365 app for Outlook
Tab key doesn't work when creating any record using Dynamics 365 app for Outlook in Outlook or OWA.
when we try to 'set regarding' to a new record----> we create a new record in Dynamics 356 app/light weight app, example contact , after entering the data in...
App for Outlook / enhance custom fields for emails
Hi,
on the old outlook client it was possible to create own custom fields for emails, appointments, etc.
Our customer has the strong need to define on every email (incomming & outgoing) which is tracked in CRM the "Contact Reason" (custom optionset)
Email Notification should be sent for the event of Service Interruption of Microsoft Dynamics CRM Online
Issue :
==========
When the CRM organization is affected with the Service Interruption incident then the only option to get information about the Service Interruption in to check the Health Dashboard in Office 365 portal.
Ask :
==========
During the Service In...
Email could be attached to multiple accounts/opportunities or entities.
When an important email contains information related to a quote + opportunity + lead, how to make in a few clics the Set Regarding to those 3 entities?
Enable Email CUD Operations for offline capabilities
Hello,
According to the documentation, it is not possible to create, update and delete mails in offline mode.
It would be great to have this functionality, which would allow salespeople to have a completely seamless experience and a single point of entry for w...
Outlook Folder Level Tracking of a Sent Items Sub-folder
Today we have the ability to perform Folder-Level Tracking from an "Inbox" folder level. Our Firm performs many mail merges thus hundreds of emails get "Sent". 1) We do not want to track every single email sent through server side sync so this does not work for us: https://support.microsoft.com/e...
Email Address Copied from Outlook to, CC field to Dynamics 365 CRM Email Editor's CC Field Does not resolves
Issue : ============= Customer Copies the Email address from Outlook's To , From and Cc fields And Directly pastes in the Email forms TO and CC field but it does not resolves Email address . For Eg When we copy From Outlook by selecting emails and pressing CTRL +C XYZ
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?
Ability to track an email and a copy of that email to 2 different record
In the past, with the Outlook client, we could copy the email in our inbox and track the original and the copy to different record, for example: the original email is tracked to account A and the copy is tracked to account B. In the new App for Outlook it's not achievable. if I track the original...
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
Administrator