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 (251)

STATUS DETAILS
Needs Votes
3

'Delay send' should be available in D365 App for Outlook

Outlook (desktop) and Outlook Web are the mostly likely places you'd send email from.

Would be great to also have this feature on the tablet/phone clients and outlook phone app for iOS/Android

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0 Comments

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
3

CRM App for Outlook makes it hard to the case or opportunity you want set regarding

CRM App for Outlook makes it hard to the case or opportunity you want set regarding.

1) If your sending an email, there is no way to set regarding from outlook.  You have to wait until it's sent then go back into you sent item, then manually have to lookup the case/opportunity you ...

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1 Comments

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
3

CRM App for Outlook is always re-authenticating and re-downloading metadata (ie it'

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3 Comments

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
3

CRM App for Outlook Preview

This isn't working for us.

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2 Comments

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
2

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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0 Comments

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
New
2

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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1 Comments

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
New
2

Prevent Auto Create Contact from Email Sender- block specific domains

We should have the ability to whitelist/configure/block certain domains of email addresses that we auto create contacts for with the Auto Create Contact OnPromote from an Email Sender within personal options.


We need to be able to NOT automatically create contacts with @xxxxxx...

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1 Comments

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
New
2

Settings to limit automatic email tracking for the Dynamics for Outlook Add-in

Use case, a CRM user is also a contact in CRM, if the email matches the user's then it will track all emails to that contact in CRM.

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1 Comments

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
New
2

Automatically open OWA when clicking on an email link

Some of our users, including myself, use OWA for emails instead of Outlook. We don't even have Outlook on our PCs. But when we click on an email in Dynamics, it tries to open the Outlook desktop program and this forces us to have to close dialog boxes as Dynamics tries to find Outlook. Rather, it...

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0 Comments

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
New