4

Recently used items appear on CRMwebsite, it does not replicate to the App immediately

This Feedback is from our customer KBC 1) they want same experience in website as well as Dynamics 365 app for Outlook on OWA or Outlook, they don't want to wait for 4-5 minutes or close the active browser and check again for recently used records. 2) Recent records is at the top in website ...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
4

App for Outlook 9.0 (in Public Preview) not active when sharing files from Office Programs

When a user is in an Office application and uses the Share file via email option, an email from Outlook opens with the file attached. Nice! What is not so nice is that the Dynamics 365 icon is grayed out. The Launch Dynamics 365 Pane is inactive when the emails is generated from an Office Progr...

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1 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
4

CRM App for Outlook - allow only to track emails

Currently to use CRM App for Outlook we have to have it sync our emails.  This is dangerous that an executives private emails can sync to CRM.  The setting to have the least synced is a personal setting for "emails in response to CRM Email Messages".  We should ...

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1 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. It is possible to configure users to not automatically track any emails. This can be enabled using some different settings documented here:

Default OrgDBOrgSettings for server-side synchronization - Power Platform | Microsoft Docs

SSSForceFilteringMethodForUserMailboxes

HideEmailAutoTrackOptions

You can use one or both of the options mentioned above. There is also another setting named HideTrackAllOption.

4

Allow users to Pin a record in the search results screen within the Dynamics 365 App for Outlook

Users in my organization often search for the accounts they manage first and then want to pin them to their pinned records area in the Dynamics 365 app for Outlook.  They CAN pin if it eventually shows up in their global results list of accounts, but CANNOT if they search for the rec...

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1 Comments

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Category: Email Management and Outlook Integration (347)

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.
4

Number of activity type entity is limited to 5 in Dynamics 365 app for Outlook

Issue- Number of activity type entity is limited to 5 in Dynamics 365 app for Outlook in 8.2 version.

Able to see only 5 activities type entity in Dynamics CRM app for Outlook in OWA and Outlook. 
repro steps
on new email in OWA----> click on D on right hand side-...

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1 Comments

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Category: Email Management and Outlook Integration (347)

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.
4

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 (347)

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.
4

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...

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0 Comments

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Category: Email Management and Outlook Integration (347)

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.
4

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...

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1 Comments

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Category: Email Management and Outlook Integration (347)

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

Abiilty to insert Signatures into Campaign Activity emails

Include the ability to insert signatures in addition to inserting templates, into the campaign activity email compose page, whereby a single template can be used with multiple templates, reducing the number of redundant templates with the different signatures.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
3

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...

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1 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New