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 (347)

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.
2

Separate Categories for tracking Outlook Emails and Outlook Appointments

Would it be possible to enable the tracking by using the Outlook Categories (Tags) separately for Emails and separately for Appointments. Currently this feature is either enabled for both or disabled completely.


One thing we are trying to achieve is to prevent accidental trac...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
2

Ability to re-send emails to contacts from contact record

It would be great if an email sent to a customer could easily be re-sent to them from inside the sales app.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
2

Stop email being sent from Dynamics 365 via outlook when an update is made to an appointment

Users do not always want an appointment update to be sent out via outlook when they update an appointment in the CRM. Request the ability to control whether an e-mail is sent or not sent to the email addresses in the "Required" and "Optional" fields when creating or updating an Appointment ...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
2

"senton" of old email gets updated unintentionally

I am changing the status of an email from my application via API. I checked and found that the senton was updated.

I am not satisfied with the design where the senton changes when the status is changed. Please provide a function that allows me to change the status of an email without cha...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
2

Improved contact from Outlook to Dynamics

Currently, the only option for synching contacts from Outlook to Dynamics is the app for Outlook:

https://learn.microsoft.com/en-us/dynamics365/outlook-app/user/track-contacts


This doesn't work well to sync contacts in bulk and I don't see the extension pane load in the...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
2

Increase the email tracking to exchange folders limit

The limit for tracking by moving emails to a tracked Exchange folder is 25 folders. This feature is extremely valuable to my role and my colleagues for managing accounts - but we are restricted to the 25 count limit. I would love to request this limit be increased to 50.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
2

Keep protection applied to protected emails synced from Outlook

When an email is encrypted using AIP Sensitivity labels and synced to D365 using D365 App for Outlook, email encryption and access rights are not carried forward and any user can access the email content who were not part of email recipient list.

The request is to keep the email encrypti...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
2

Possibility of viewing email template

When wanting to use an email template in D365 Sales, it would be nice to be able to see the content of the email, when the template has been selected and even make changes/alterations to the email. Currently, when selecting an email template when writing an email, you cannot see either the sub...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
2

Favorite email templates

Posibility to mark a entity email template as favorite, and that this email template apears on a defalt view, instead of having to apply filters and navigate to find the correct one.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New