2

Outlook Dynamics CRM 365 Synchronization Filter to be Two Way

In the current scenario, the Outlook synchronization filters, both User and System only control the data flow from CRM to Outlook and not the other way round. For e.g., Let us say we have a filter which checks if the owner "does not contain data", which in a way is stopping the sync from CRM to ...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Track Emails automatically from Outlook when sent to a Account or Contact (currently manual)

Whilst we can set the ability for any emails from Leads, Accounts or Contacts to track automatically, the opposite of sending an email from Outlook to say a contact in Dynamics 365 doesn't get tracked unless you 'manually' track the outgoing email activity. It would make alot more sense to autom...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Email Template Filtering

Introduce email template filtering in Dynamics 365 that will only show the relevant templates to the end customers based on certain criteria.

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Allow users to associate a different email account to a D365 user account with the Dynamics 365 App for Outlook (currently available with the Dynamics 365 for Outlook add-in)

Currently within the Dynamics 365 for Outlook add-in, the configuration wizard allows users to take advantage of functionality to associate a different email account with their Dynamics 365 user account (not just the email that is associated by default by Office 365). This functionality is miss...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

display more than 25 Dynamics contacts in Outlook

Users should be able to display more than 25 contacts in their local Outlook application. It should be possible to have the option to track/send emails to more than 25 contacts at once. current option from the drop-down menu is 25. To navigate to the contact list you need to open Outlook > have...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Detect with Power Automate an Untrack activity

We do not provide deletion permissions to our users for the activities. And Dynamics Security role only provides the permission at activity level, not at individual activity type. What happens is when they untrack an email or an appointment, the untrack action happens but the deletion of the ac...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Outlook for Android--unable to set regarding unless username and primary email address match

In Outlook for Android, you will see the error message "Track and Set Regarding are currently disabled..." if your username does not match your primary email address. However, changing everyone’s primary email to match their usernames is not an acceptable workaround. When can I expect to get th...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

It should be possible to customize the button icon and text for the D365 App in Outlook

Quite often, companies have a custom name for their CRM System. It would be much more intuitive for the users that the button to find the Dynamics 365 App in Outlook with the Name of the System they are used to work with. At least it should be possible to Change the text, even better would be to ...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Tracking appointments using the Dynamics 365 App for Outlook

Whne you track appointments to Dynamics 365 using the App for Outlook, you are not able to pin the Outlook App pane on the RHS of the screen like you can when track emails. When in the calendar, you have to open an appointment, then open the app, then it authenticares. This all takes time. Many c...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
2

Tracked email icon feature in Outlook when using Dynamics 365 App for outlook

Tracked emails showing up as people group icon only available for Outlook client which is an add-in needed to be installed locally. So we are requesting to add this icon feature for D365 App for outlook to see the tracked emails in outlook

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes