4

Dynamics 365 App for Outlook - Phone Call Rich Text support

The current outlook APP does not provide support for Rich Text type description on Phone Calls. Phone Call with Rich Text description that has been synchronized to Outlook contains in description all HTML Tags so that makes Rich Text completly useful in this case.

This deficiency should...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
4

Allow Pinning of Draft Emails

A user can pin the Dynamics pane in Outlook for sent and received emails. This feature is not available when composing new emails.


Acceptance Criteria

A user can create a new email in Outlook and upon clicking 'New Email' the Dynamics Outlook Add-In is immediately visib...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
4

Archive Emails to

In Dynamics 356 the emails are taking up most of our database storage. There should be some mechanism that old emails and be archived to take up less space or moved to some other storage but still be accessible should you want to go back and check on comms with a customer or client. They cou...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
4

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...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
4

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...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
4

Set Regarding (email) should be set against multiple entities, and more than one record in an entity (e.g., an email could be linked to 2 opportunities and an account)

Hi, many Dynamics users including myself would like to have a possibility to set an email regarding against more than one record of an entity (e.g., an email that is linked to more than one Opportunity or an Account) and to more than one entity at a time (e.g., the same email would go on a Tim...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
4

Make Dynamics aligned with internal branding

It would be great if we could change the email font to match our company font - currently, the font options are limited and as we cannot use our company font, it makes it unlikely that we will use the send email through Dynamics function. It would be great if we could set a default font and size ...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
4

Ignore email tracking recipients when belongs to the company domain

We have defined internal companies with the employees in order to send them internal marketing communications marketing and newsletters. When we track an email, due to the contact person email address is recognized in CRM, the email is linked to this internal company. That means that you are near...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
4

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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1 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
4

Email template to include multiple entities [Opportunity and Connections (Connected From)]

I have created a workflow which will generate an email when an opportunity is won. In the auto generated email, I am able to capture all the information related to the opportunity except for the Sales Team. The entries in the Sales Team are connected by "Connections" and the Role Type. The Sales ...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes