Ability to configure the App for Outlook ribbon
Please provide the ability to configure the App for Outlook ribbon. In the 2020 Wave 2 release the ability to quickly insert a CRM Template into the email is now berried in the navigation. (3 clicks as opposed to 1 click) I would like to be able to specify which berried navigation items are pre...
Allow other users in an organization to be able to check if an email is tracked.
After the sender tracks an email within an organization we would like a recipient within that same organization to be able to see if the email is tracked. Currently only the sender of the original email can see if that email is tracked.
Ability to Track the first/originating email sent to Leads, Contacts and Accounts from Outlook (Not only replies)
Currently, if you have server-side sync configured and you have selected, in the personal options to track "Emails from Leads, Contacts and Accounts" and you send a new email message to an existing CRM Contact, you will not see an Activity created in CRM. The Activity and Tracking of that email s...
Email signature scrape
When creating a new contact in D365 using the app for outlook it should scrape the email signature for contact info. It is much more useful than the business card scanner.
Email engagement - I cannot follow attachments for emails in UCI.
Email engagement has been enabled for D365. In the classic web interface, the "follow" and "unfollow" buttons appear in the "Attachment management" window of the email, and I can follow attachments. In the UCI, these buttons DO NOT appear in the "Attachment management" window of the email, and ...
App for Outlook, list of entities available for Regarding is sorted by database name, should be display name
In the App for Outlook, the list of entities available for Regarding is sorted by database name, should be display name.
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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.
�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...
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...
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.