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 (277)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
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 (277)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
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 (277)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
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 (277)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
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 (277)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
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 (277)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
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 (277)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
2

"Dynamics 365 App for Outlook User" security role, when added to a team, to be able to propagate the privileges for users in that team

Hello,


In article How to deploy Dynamics 365 App for Outlook | Microsoft Learn it is stated...

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0 Comments

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Category: Email Management and Outlook Integration (277)

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 (277)

STATUS DETAILS
New
2

Quickly transfer attachment from Activity Timeline to Documents on Sharepoint

There should be a way to quickly transfer an activity (usually email) attachement from the Timeline to the Documents library (SharePoint integration). Two ideas:


  1. Via Assistant : Suggested documents. Assistant suggests adding a document in an email to the Document library....

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    0 Comments

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    Category: Email Management and Outlook Integration (277)

    STATUS DETAILS
    New