4

Email template to include multiple entities [Opportunity and Connections (Connected From)]

I have created a workflow which will generate an email when an opportunity is won. In the auto generated email, I am able to capture all the information related to the opportunity except for the Sales Team. The entries in the Sales Team are connected by "Connections" and the Role Type. The Sales ...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Needs Votes
4

Reduce Plugin Loading Times

Situation right now: When starting the Dynamics 365 plugin (the modern one) to track an appointment or email, authenticating and loading the plugin takes 10-15 seconds under the best circumstances, often times this takes even longer. You can circumvent this somewhat for emails by pinning the ap...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Needs Votes
4

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Needs Votes
4

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

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Needs Votes
4

Enable Dynamics 365 Button when Reading Pane is Off

If the reading pane is turned off in the Microsoft Outlook the Dynamics 365 App for Outlook is grayed out. My suggestion is that it should be enabled without enabling the reading pane.

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Needs Votes
4

PowerApp usage stats

Administrators would find it useful to have Organization Insights stats describing usage of various PowerApps within their environment - including D365 App for Outlook, model-driven apps, and canvas apps. Would be helpful to know what entities and dashboards are being viewed, what buttons are bei...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Needs Votes
4

Recently used items appear on CRMwebsite, it does not replicate to the App immediately

This Feedback is from our customer KBC 1) they want same experience in website as well as Dynamics 365 app for Outlook on OWA or Outlook, they don't want to wait for 4-5 minutes or close the active browser and check again for recently used records. 2) Recent records is at the top in website ...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Needs Votes
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...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (259)

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 ...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (259)

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Needs Votes