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...
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...
'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
CRM App for Outlook is always re-authenticating and re-downloading metadata (ie it'
CRM App for Outlook Preview
This isn't working for us.
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...
Use dynamic fields from related entities from custom entities in an e-mail
For every customer new custom entities are created and in a lot of scenario's it's needed to e-mail. I'd like to have functionality to use dynamic fields from related entities from a custom entity in an e-mail (template).
Scenario:
- custom entity: Group
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STATUS DETAILSNew
Allow emails to be sent to the 'Email 2' field from contact timeline
Currently, emails can only be sent to the 'Email 1' field from the contact record's timeline. We need the ability to choose to send an email to an alternate or personal email for a prospect, and currently this cannot be done.
This give a lot of flexibility to the end users.
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...
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