Change the default preview filed for entity
In Dynamics 365 App for Outlook if we open a record (Account) for example we have the option to see additional information about this record. When we select for example Contact, we have preview information displayed under the name of it such as phone number and Related account. We would like to b...
Dynamics 365 App for Outlook icon for digitally signed emails
ISSUE: ------- When user from Dynamics 365 online instance tries to track a digitally signed emails using Dynamics 365 App for Outlook, Cu gets an error stating "This action cannot be performed. The permissions for this message are limited." steps to replicate the issue: ----------------------...
Sync Button - D365 App for outlook
D365 CRM App for Outlook, once enabled and configured, does not have two options. 1) Explicit 'Sync' option i.e. I would like to have a button, which would force Sync on demand with my CRM Organisation 2) If I have multiple Organisation (during testing, I can have multiple CRM instances), I need...
Dynamics 365 App for Outlook - Outlook folder tracked icon
Currently, there is no way to determine at folder-level (i.e. in your Inbox), which emails are tracked/set regarding. There needs to be an icon or some other UI change made to show tracked emails vs untracked without having to select a specific email and launch the App.
App for Outlook Synced Service Activities need to link to related record in Dynamics 365
Currently when using server side sync, it is possible to sync Service Activities, however, when using the Dynamics 365 app for Outlook on the Calendar appointment, it just says "appointment is tracked" and has no link to the related record in Dynamics 365. There needs to be a link, just like f...
Synchronisation of single contact with multiple users in Outlook
We are currently using sever side synchronization and App for Outlook to synchronize emails and contacts from CRM to Outlook.
Contacts in CRM has an owner and a set of relationship managers recorded in form of a grid on Contacts page.
When the synchronisation happens, the contact...
Only tracking UI should be visible for Dynamics 365 app for outlook
For Dynamics 365 app for outlook only the Track UI should be visible instead of loading all the content and feature
CRM App for Outlook (lightweight app) sync between CRM Online to Exchange Server (on-premises) support
When deploying the CRM App for Outlook (lightweight app) you require a CRM Online and Exchange online. We have a hybrid solution with exchange on-premise and CRM Online and would like to use the CRM App for Outlook. I'm suggesting this as Read more...
Emails not getting promoted to crm when case is closed
Email (containing a tracking token) will not get promoted to crm by email router if the mail is linked to a closed (read-only) case. This is by design for all crm versions.
However due to this behavior the application has unreliable side effects as a mailing and case platform since not a...
Dynamics CRM App for Outlook Preview
We have CRM online and O365. We installed the Dynamics CRM App for Outlook Preview, but it does not appear to be working. When we click on the Dynamics CRM link in the App Bar in Outlook, it tries to authenticate us and fails. We are using Single Sign On with our corporate AD (which may make a...