Enable filtering of TO and FROM fields on Email subgrid
Enabling filtering and sorting of email records by sender or recipient on the Email subgrid will make it more efficient for organisations dealing with volumes of emails on a daily basis. Email correspondence will pile up throughout the days and months making it difficult to sift through all th...
Enable Email CUD Operations for offline capabilities
Hello,
According to the documentation, it is not possible to create, update and delete mails in offline mode.
It would be great to have this functionality, which would allow salespeople to have a completely seamless experience and a single point of entry for w...
Pin App for Outlook for Appointments
Our users track a lot of their appointments to D365.At the moment this is really time consuming because they have to open D365 Outlook App each zime they would like to track a new appointment. It would be very helpful to be able to pin the app for appointments. For Emails this is already possi...
Set regarding on multiple emails from Outlook at one time
It would be very helpful to have a way to Set Regarding on multiple emails at one time. Too many times there is a large email chain and having to go back to each individual email and Set Regarding is hugely time-consuming. Being able to highlight multiple emails and Ste Regarding at one time w...
Outlook Folder Level Tracking of a Sent Items Sub-folder
Today we have the ability to perform Folder-Level Tracking from an "Inbox" folder level. Our Firm performs many mail merges thus hundreds of emails get "Sent". 1) We do not want to track every single email sent through server side sync so this does not work for us: https://support.microsoft.com/e...
Email Address Copied from Outlook to, CC field to Dynamics 365 CRM Email Editor's CC Field Does not resolves
Issue : ============= Customer Copies the Email address from Outlook's To , From and Cc fields And Directly pastes in the Email forms TO and CC field but it does not resolves Email address . For Eg When we copy From Outlook by selecting emails and pressing CTRL +C XYZ
Ability to track an email and a copy of that email to 2 different record
In the past, with the Outlook client, we could copy the email in our inbox and track the original and the copy to different record, for example: the original email is tracked to account A and the copy is tracked to account B. In the new App for Outlook it's not achievable. if I track the original...
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...