3

Tracking tasks, created in outlook, to CRM

at the moment you can only track E-mails and appointments from Outlook to CRM. it would be great if you could also track tasks (created in Outlook) to CRM using the Dynamics for Outlook app.

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
3

Shared visibility to the tracking and set regarding

Currently, our configurations are set so that all email messages FROM D365 contacts, accounts, and leads are auto-tracked. Our AutoTrackSentFolderItems are also turned on so all email messages TO D365 contacts, accounts, and leads are also auto-tracked. This is important to us because sellers wor...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
3

Company field in Contacts to start synching both in Outlook app and Dynamics

Hello, I would like to request if possible to have the Company field in Contacts (in the Outlook app for Windows) to synch both ways. At the moment how it works is when the field is changed in Dynamics, it gets changed in Outlook as well. Unfortunately that only works one way, so when changing ...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
3

Ability to configure the App for Outlook ribbon

Please provide the ability to configure the App for Outlook ribbon. In the 2020 Wave 2 release the ability to quickly insert a CRM Template into the email is now berried in the navigation. (3 clicks as opposed to 1 click) I would like to be able to specify which berried navigation items are pre...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
3

Allow other users in an organization to be able to check if an email is tracked.

After the sender tracks an email within an organization we would like a recipient within that same organization to be able to see if the email is tracked. Currently only the sender of the original email can see if that email is tracked.

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
3

Ability to Track the first/originating email sent to Leads, Contacts and Accounts from Outlook (Not only replies)

Currently, if you have server-side sync configured and you have selected, in the personal options to track "Emails from Leads, Contacts and Accounts" and you send a new email message to an existing CRM Contact, you will not see an Activity created in CRM. The Activity and Tracking of that email s...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
3

OOTB Send mails to email 1, email2 or email3

Hello When I Send a mail from Dynamics, using Dynamics email activity, it is not possible to choose the email 1, email 2 or email 3 of the recipient. An interesting evolution would be to let this choice to the users, 2 ways are possible: 1. Simple way for Dynamics Product development team : on t...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
3

Email signature scrape

When creating a new contact in D365 using the app for outlook it should scrape the email signature for contact info. It is much more useful than the business card scanner.

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
3

Email engagement - I cannot follow attachments for emails in UCI.

Email engagement has been enabled for D365. In the classic web interface, the "follow" and "unfollow" buttons appear in the "Attachment management" window of the email, and I can follow attachments. In the UCI, these buttons DO NOT appear in the "Attachment management" window of the email, and ...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
3

App for Outlook, list of entities available for Regarding is sorted by database name, should be display name

In the App for Outlook, the list of entities available for Regarding is sorted by database name, should be display name.
Image available at https://1drv.ms/u/s...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes