Navigate from "View in Dynamics 365" link in Dynamics 365 App for Outlook to full Dynamics solution
When viewing a record in the Dynamics 365 App for Outlook, there is an option to "View in Dynamics 365." This opens a browser window to show the record being viewed within Outlook. But there are no navigation buttons to get from the record detail to the rest of the application. Rather than openin...
Regarding info to be visible without opening the Dynamics app for Outlook
When using the Dynamics 365 add-in for Outlook the information if the email is track or under which entity is set regarded can be visible in the bottom side of each email. When using the Dynamics app for Outlook (lightweight app) the same can be visible only when we load the app. It would be gr...
Category tracking is not marking tracked emails with Dynamics app for Outlook
When enabled on the same time Category tracking is not marking in dark-blue color the emails that are tracked manually with Dynamics app for Outlook. Still the only way to see that those emails are tracked, we need to load the app itself.
It would be great if category tracking can mark&n...
Prevent Replies and Forwards from Automatically Tracking with the App for Outlook
Currently, there is no way to prevent automatic tracking of replies and forwards on email threads. It would require manually untracking each item. Previously, we had an org setting, ClientDisableTrackingForReplyForwardEmails, which worked for the legacy client. Many customers still have this r...
Automatically track emails sent to CRM contacts
Dynamics 365 App for Outlook will automatically check incoming emails and track them if they are from a contact. It is not possible to check outgoing emails and track if they are to a contact. The logic here should be almost identical, checking recipient list for contacts rather than the sender.
Allow SSS Incoming email to not promote any messages automatically
As incoming SSS is required for the Dynamics 365 App for Outlook and automatic tracking of incoming email can be a random (for instance an email with "to: a@contoso.com; b@contoso.com; c@contoso.com" will randomly be tracked to any of these three addresses), it would be advantagous to be able to ...
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.
Dynamics app for Outlook options
The issue is the following: When you track an email regarding a case either in OWA or Outlook using Dynamics app for Outlook the case name is hyperlinked meaning that the case cannot be open directly in Dynamics CRM from the app when click on the name. The following have been tested on versio...
Tracking Tokens not getting applied to email subject when using CRM App for outlook
Pre req:
Settings > Administration > System Settings > Email > Enable Tracking Token
Configured “CRM App for Outlook”.
Steps
User send an email using outlook and click track button using App for...
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.
Outlook client for CRM should allow sync'd tasks to indicate regarding account
We use tasks on cases. When the task sync's to outlook the regarding information only includes the case title. It would be helpful if it also including the case account so you could tell who the case was for. Perhaps using the category field in outlook. Then tasks in outlook could be sorte...
Administrator
The option for automatically tracking Sent Items initially only works if a user was configured to track all emails. It was updated to work together with the other personal tracking options:
Automatically track sent folder items with server-side synchronization - Power Platform | Microsoft Docs