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Allow users to associate a different email account to a D365 user account with the Dynamics 365 App for Outlook (currently available with the Dynamics 365 for Outlook add-in)

Currently within the Dynamics 365 for Outlook add-in, the configuration wizard allows users to take advantage of functionality to associate a different email account with their Dynamics 365 user account (not just the email that is associated by default by Office 365). This functionality is miss...

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Category: Email Management and Outlook Integration (250)

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Needs Votes
2

display more than 25 Dynamics contacts in Outlook

Users should be able to display more than 25 contacts in their local Outlook application. It should be possible to have the option to track/send emails to more than 25 contacts at once. current option from the drop-down menu is 25. To navigate to the contact list you need to open Outlook > have...

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Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
2

Detect with Power Automate an Untrack activity

We do not provide deletion permissions to our users for the activities. And Dynamics Security role only provides the permission at activity level, not at individual activity type. What happens is when they untrack an email or an appointment, the untrack action happens but the deletion of the ac...

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Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
2

Outlook for Android--unable to set regarding unless username and primary email address match

In Outlook for Android, you will see the error message "Track and Set Regarding are currently disabled..." if your username does not match your primary email address. However, changing everyone’s primary email to match their usernames is not an acceptable workaround. When can I expect to get th...

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1 Comments

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Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes
2

It should be possible to customize the button icon and text for the D365 App in Outlook

Quite often, companies have a custom name for their CRM System. It would be much more intuitive for the users that the button to find the Dynamics 365 App in Outlook with the Name of the System they are used to work with. At least it should be possible to Change the text, even better would be to ...

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Category: Email Management and Outlook Integration (250)

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Needs Votes
2

Tracking appointments using the Dynamics 365 App for Outlook

Whne you track appointments to Dynamics 365 using the App for Outlook, you are not able to pin the Outlook App pane on the RHS of the screen like you can when track emails. When in the calendar, you have to open an appointment, then open the app, then it authenticares. This all takes time. Many c...

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Category: Email Management and Outlook Integration (250)

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Needs Votes
2

Tracked email icon feature in Outlook when using Dynamics 365 App for outlook

Tracked emails showing up as people group icon only available for Outlook client which is an add-in needed to be installed locally. So we are requesting to add this icon feature for D365 App for outlook to see the tracked emails in outlook

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Category: Email Management and Outlook Integration (250)

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2

V9.2 D365 Outlook Client

Hello, After months of testing Delegate tracking in V9.2 (CRM Outlook Client), Microsoft confirms this is a bug and told me create an idea suggestion. Thanks, Jose Fleitas

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Category: Email Management and Outlook Integration (250)

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Needs Votes
2

Server Side Sync Global Settings

Make features like TrackedCategorizedItems available at the Exchange Profile level to allow companies more flexibility as some departments have differing uses for D365, but in order for everyone to have access to the D365 App for Outlook you must be on SSS. By moving more of the tracking setting...

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Category: Email Management and Outlook Integration (250)

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Needs Votes
2

Office add-in- �Dynamics 365 app for Outlook� should not ask for authentication in �Outlook for iPhone 12.1

�Office add-in- �Dynamics 365 app for Outlook� should not ask for authentication in �Outlook for iPhone 12.1 � when we have already logged in to �Microsoft Authenticator� on iPhone and all other apps like TEAMS, SharePoint, OneDrive is getting authenticated all at once with �Microsoft Authentica...

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Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes