3

Dynamics 365 App for Outlook - add 'pin' to keep app open persistently

Currently, the App cannot be made to stay open when moving from one email to another.  Having a 'pin' button added to the UI to allow the app to persist would enhance User Experience greatly.

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2 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
3

User with a customized assigned security role should be able to load the the Dynamics 365 app for outlook without any error message

While working on a User with a customized assigned security role for the Dynamics 365 app for outlook of Dynamics 365(DB 9.0.0.2180) online version which is  integrated with Exchange Online we are getting an error message "We’re sorry Something went wrong while initia...

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1 Comments

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Category: Email Management and Outlook Integration (307)

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

Possibility to Track only one email from App for Outlook- Server side Synchronization

In the old outlook plugin we had the option to check in:

"Check inkomming emails in outlook to determine whether they should be linked to to or saved to Dynamics CRM....."

Now the "lightest" option we have is: "Emails in response to dynamics 365 email".

A hole conversation...

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1 Comments

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Category: Email Management and Outlook Integration (307)

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.

3

App for Outlook: Track regarding a record with ampersand in the name

Using the App for Outlook, track an email and set it regarding a record (account, opportunity, whatever) that has an ampersand (&) in the name. Tracking the item fails and shows a "retry" button, which fails again.

This seems to be due to the ampersand being included unencoded in th...

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0 Comments

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Category: Email Management and Outlook Integration (307)

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

Complicated mail tracking with mobile client and iOS

Users are clicking on email addresses within the Dynamics 365 mobile client and that is opening up the native iOS mail app.  Because of this, users are not able to easily track outgoing emails because  Dynamics 365 App for Outlook is not compatible with the native iOS mail app. ...

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3 Comments

Read more... 3 Comments

Category: Email Management and Outlook Integration (307)

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

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...

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0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

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

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...

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1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (307)

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

'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

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0 Comments

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Category: Email Management and Outlook Integration (307)

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

CRM App for Outlook is always re-authenticating and re-downloading metadata (ie it'

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3 Comments

Read more... 3 Comments

Category: Email Management and Outlook Integration (307)

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

CRM App for Outlook Preview

This isn't working for us.

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2 Comments

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Category: Email Management and Outlook Integration (307)

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.