7

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.

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
7

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...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
6

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...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
6

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...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
6

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?

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1 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
6

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.

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2 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
6

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...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
6

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...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
6

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

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1 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
6

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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1 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes