Outlook Sales Pilot to offer opening the tracked email in CRM
After I have the confirmation that the email has been successfully tracked, I would love to open this CRM-Email record. Maybe where i get the confirmation? the ... offer me to change the related record or to delete it from crm but not to open it in CRM :-).
in the section of ...
Outlook Sales Pilot to suggest contact (from) as tracking from incoming email
Sales Pilot suggests me to track my incoming email angainst various entities (opportunities, account) but not the most obvious: the contact from which i have received this email to be set as a regarding (that contact does exist in CRM!).
I can add the contact via searching ma...
Offline mode for Dynamics365 App for Outlook
Some of our customers are using Dynamics365 CRM with Dynamics 365 for Outlook.
The legacy app has the Offline mode but the new App for Outlook which was created to work with new versions of Dynamics CE does not support such mode.
Due to connectivity issues some of the u...
Automatic synchronization from Outlook to Dynamics 365 for Appointments
It would be very useful to introduce an option to enable automatic synchronization for appointments from Outlook to Dynamics 365, avoiding to manually track each appointment
Sync Custom Field with Outlook
Hi, it's a good idea to sync a custom field present in dynamics 365 with outlook, for example i have an appointment in DYnamics 365 with custom fields and i need to sync it with Outlook but i need to see also custom field, it's important because the customer need to track and see the custom field...
Support Tracking Signed E-Mails
The "track mail" function does not work for signed e-mails. It is not supported do track signed or encrypted E-Mails with Server-Side synchronisation. More Information: Using encryption software with server-side synchronization is not supported. https://docs.microsoft.com/en-us/dynamics365/outlo...
Settings to limit automatic email tracking for the Dynamics for Outlook Add-in
Use case, a CRM user is also a contact in CRM, if the email matches the user's then it will track all emails to that contact in CRM.
Automatically open OWA when clicking on an email link
Some of our users, including myself, use OWA for emails instead of Outlook. We don't even have Outlook on our PCs. But when we click on an email in Dynamics, it tries to open the Outlook desktop program and this forces us to have to close dialog boxes as Dynamics tries to find Outlook. Rather, it...
Server Side Synchronization - Add a flag to know whether the ACT (Appointment, Contact, Task) was created from Dynamics or from Outlook
Hello team!!! I think it would be great if we can identify which records where created from Outlook and which ones where created from Dynamics. A simply two options or option set field would do it. Would you consider this as an improvement? Thanks, Ale
Link between Letsignit & Sales
We can manage our signature in the email module of Sales We add the Letsignit module to Outlook in order to manage specific signature But we cannot have access to our signature built in Letsignit in the email module of Sales Our suggestion is to allow this possibility. Best Regards