6

Change Outlook Category Label to "Tracked to Dynamics 365 (Unsuccessful)"

Right now the label is "Tracked to Dynamics 365 (Undeliverable)". The use of the word "Undeliverable" causes a person to think the item was not sent. If the word was changed to "Not Tracked" or "Untrackable" or "Unsuccessful" this would convey a clearer message.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
6

Hide [Relationship assistant] after clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?

When clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?, [Relationship assistant] is displayed. Currently, [Relationship assistant] cannot be hidden. It would be user-friendly if the feature can be hidden.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
6

Feature of default view's [Regarding] setting on Dynamics 365 App for Outlook

On Dynamics 365 App for Outlook, each entity view is displayed from [Regarding] setting. By default, [Regarding lookup search] is displayed, it can be switched to other view, but "Default view" cannot be changed. If "Default view" can be changed, it would be very convenient.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
6

D365 APP for Outlook in RDS environment

I have been advised by MS that the D365 App for Outlook is not supported in an RDS environment, after finding the hard way it would not work in an RDS environment, it just displays a blank view. So would request the App for Outlook be updated to support RDS environments, also in addition some cl...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
6

Dynamics 365 app for Outlook : Contact synchronisation

 Hello,

 

When we create a Contact in Dynamics 365 and fill the fullname and salutation standard fields, the fullname of the Contact is prefixed with the Salutation field when synchronised with Dynamics 365 app for Outlook.

if your Contacts are synchronised on yo...

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1 Comments

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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

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...

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3 Comments

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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

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) 

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0 Comments

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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

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...

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0 Comments

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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

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?

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3 Comments

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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.
5

Task synchronization between CRM and Outlook should supports HTML tags.

In the synchronization of a task from CRM to Outlook, if you have any HTML tags (e.g., using the rich text control for the description field), those tags will not be converted. Instead, they will be displayed raw as plain text. It would be more convenient if Outlook could handle the HTML tags....

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New