3

Dynamics 365 search bar in Outlook app add-in

Add search capabilities in the Dynamics 365 App for outlook for D365 Contacts. The search bar is only available for tracked contact matched to Outlook contacts but not D365 contacts. This search bar would add more interaction with D365 CE contacts from team members users.

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Category: Email Management and Outlook Integration (249)

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Needs Votes
3

�You can't track an appointment created by another user�

“Ask- User A is the organizer of the appointment, who is a Dynamics CRM user as well --?send appointment to User B, who is a also Dynamics CRM user and who is a invitee --?User B , can’t track the same appointment using Dynamics 365 app for Outlook in OWA or Outlook(Server side Syn...

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
3

Search limitation using App for Outlook

Recently we found and confirm a limitation with Dynamics App for Outlook when searching for a record by name. If we have 30 Accounts called "Microsoft" (each one of them is in a different city around the world and has different address), then track new email from OWA or Outlook using Dynamics Ap...

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
3

Dynamics 365 App for Outlook - add 'pin' to keep app open persistently

Currently, the App cannot be made to stay open when moving from one email to another.  Having a 'pin' button added to the UI to allow the app to persist would enhance User Experience greatly.

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2 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
3

User with a customized assigned security role should be able to load the the Dynamics 365 app for outlook without any error message

While working on a User with a customized assigned security role for the Dynamics 365 app for outlook of Dynamics 365(DB 9.0.0.2180) online version which is  integrated with Exchange Online we are getting an error message "We’re sorry Something went wrong while initia...

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1 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
3

Possibility to Track only one email from App for Outlook- Server side Synchronization

In the old outlook plugin we had the option to check in:

"Check inkomming emails in outlook to determine whether they should be linked to to or saved to Dynamics CRM....."

Now the "lightest" option we have is: "Emails in response to dynamics 365 email".

A hole conversation...

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1 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Completed
Ideas Administrator

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.

3

App for Outlook: Track regarding a record with ampersand in the name

Using the App for Outlook, track an email and set it regarding a record (account, opportunity, whatever) that has an ampersand (&) in the name. Tracking the item fails and shows a "retry" button, which fails again.

This seems to be due to the ampersand being included unencoded in th...

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
3

Complicated mail tracking with mobile client and iOS

Users are clicking on email addresses within the Dynamics 365 mobile client and that is opening up the native iOS mail app.  Because of this, users are not able to easily track outgoing emails because  Dynamics 365 App for Outlook is not compatible with the native iOS mail app. ...

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3 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
3

Include Outlook Offline Functionality in the App

With the upcoming deprecation of the Outlook CRM Add-in, many customers will be impacted by the lack of offline capability in the current App for Outlook. It is a key differentiator for us when competing with Salesforce and a critical capability for many enterprise customers who require t...

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
3

From CRM App for Outlook it doesnt resolve the recipent and it shows Unresolved Receipent message

CRM user when click on the primary email address of any record from CRM then email is generated, it opens in the OWA window.

Customer click on the Dynamics 365 tab (which is for CRM App for outlook) from email, then the contact is not detected and considered as a new email, it gives opt...

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1 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes