1

Email templates apply - Hide the popup "Apply Template: OK / Cancel"

After the email template is selected, the user presses the "Apply Template" button. After that the popup "Apply Template" appears which must be answered with OK or Cancel. 


The popup is unnecessary, because the user has already chosen the template. In addition, it is possible ...

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Category: Email Management and Outlook Integration (265)

STATUS DETAILS
New
1

Email templates apply - Search considers email template content

Users often remember keywords from email template content. Therefore, it would be advantageous if the search would also include the email template content.

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Category: Email Management and Outlook Integration (265)

STATUS DETAILS
New
1

Email templates - Expand the number of "Recently used" displayed

The number of "recently used templates" displayed is too limited. 

It would be better to display more recently used templates. 

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Category: Email Management and Outlook Integration (265)

STATUS DETAILS
New
1

Add placeholder management in Template link URLs

It would be very nice to have the possibility to generate dynamics URLs inside email templates (entity template). Inside the URL, it should be possible to insert placeholders that, on email sending, are replaced with the contact details, such as the email address, the phone nu...

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Category: Email Management and Outlook Integration (265)

STATUS DETAILS
New
1

Allow app to choose a default email app

For users that use their phone for both personal and business some may have their default email app be their personal account, such as Gmail. It would be useful if the dynamics app allowed users to choose which email app to use when sending emails, for example outlook, Rather than defaulting t...

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Category: Email Management and Outlook Integration (265)

STATUS DETAILS
New
1

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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Category: Email Management and Outlook Integration (265)

STATUS DETAILS
New
1

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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    Category: Email Management and Outlook Integration (265)

    STATUS DETAILS
    New
1

D365 CE Sent Items Should not end up under Queues

When a user triggered the "Reply all" and "Forward" action in an email linked to a queue in D365 CE, the sent items are sent back under the same queue thus creating duplicate record. Now that queue is specifically for Sales which creates orders in the system, so now it creates duplicate record...

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Category: Email Management and Outlook Integration (265)

STATUS DETAILS
New
1

Getting an error while navigating to records using lookup while working in Enhanced email form

While trying to navigate to a record (by selecting a record in the lookup field) while working in the Enhanced Email form, an error message is displayed. You cannot navigate to another record from within the Enhanced Email form.


We should have a way to bypass this issue since...

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Category: Email Management and Outlook Integration (265)

STATUS DETAILS
New
1

Easily synchronize old email with newly created accounts during a migration

Hello All


It would be nice to have a simple button to sync all previously sent emails to the accounts to retrieve their conversation history.


We recently migrated from Salesforce and we have to either manually synchronize each email (impossible) or create fold...

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Category: Email Management and Outlook Integration (265)

STATUS DETAILS
New