CRM App for Outlook appointment tracking must be enabled
At the moment App for Outlook tracks only emails to CRM but a full feature for calendar ectivity tracking is needed.
Otherwise all users need to use the full Outlook client to track both email and appointment activities.
The App for Outlook is now an excellent way for Mac users to...
Outlook reminder time and due date conflict bug
Issue Definition: Once you change the date on existing task that contains a reminder set on specific time the reminder changes to midnight.
Scope Agreement: The case will be considered resolved once the reminder time is kept after changing the due date of the task (unless not supported cust...
Appointment synchronization from Outlook App
When we create an appointment in Dynamics and track it to be created in Dynamics 365, and the Teams Online Meeting feature is enabled, recipients of the email get two consecutive and equal invites.
The work around we found is to track the appointment using the category field i...
Make it possible to choose default Email tracking option
It seems the default tracking pattern is "All emails" when Outlook sync is enabled. We have tried to understand how to set the default tracking pattern to "Only Emails in response to Dynamics 365 email", as this is the most common, or only possible, setting in our company, in regards to GDPR r...
Email Engagement
The ability to turn on email engagement is nice. However, it only allows you to turn it on and automatically follow when sending a direct email. It would be very beneficial to allow this option when sending emails in bulk or via a marketing list.
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...
Change default font in D365
Is there a way to update the default font for the email activity within Dynamics 365? The current one sucks.
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.
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...
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 ...
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