3

App for Outlook to be supported and work in Cross-Tenant configuration

Hello Team,


We have some cases where our clients would like to use the App for Outlook in Cross-Tenant configuration.


At the moment this is not supported and it is stated in the documents.


We would like to understand if such idea will be cons...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
3

Make it possible to choose default Email tracking option

It seems the default tracking pattern is "All emails" when Outlook sync is enabled. We have tried to understand how to set the default tracking pattern to "Only Emails in response to Dynamics 365 email", as this is the most common, or only possible, setting in our company, in regards to GDPR r...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
3

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.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
3

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.

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1 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
3

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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2 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
3

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 (347)

    STATUS DETAILS
    New
3

Change default font in D365

Is there a way to update the default font for the email activity within Dynamics 365? The current one sucks.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
3

Tracking tasks, created in outlook, to CRM

at the moment you can only track E-mails and appointments from Outlook to CRM. it would be great if you could also track tasks (created in Outlook) to CRM using the Dynamics for Outlook app.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
3

Shared visibility to the tracking and set regarding

Currently, our configurations are set so that all email messages FROM D365 contacts, accounts, and leads are auto-tracked. Our AutoTrackSentFolderItems are also turned on so all email messages TO D365 contacts, accounts, and leads are also auto-tracked. This is important to us because sellers wor...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
3

Company field in Contacts to start synching both in Outlook app and Dynamics

Hello, I would like to request if possible to have the Company field in Contacts (in the Outlook app for Windows) to synch both ways. At the moment how it works is when the field is changed in Dynamics, it gets changed in Outlook as well. Unfortunately that only works one way, so when changing ...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes