Outlook plugin doesn't reload when using Up/Down arrow buttons
When I Open an email (Pop-out in it's own window) and I use the Up/Down Arrow buttons, then the outlook plug-in should not re-load each time I move to a new message. This seems to be an obvious product fault, but after speaking with support I am told to request this as a feature.
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...
Outlook APP - Popup window "View in Dynamics" Minimize & Maximize button not available
Include on the popup window that is displayed after clicking on the "View in Dynamics" button on the Outlook APP for Dynamics the button Minimize and Maximize. That will facilitate a lot the interaction with this popup window, reducing also number of clicks.
D365 Contacts Add-in is not visible in Navigation pane of Outlook desktop App
Issue: D365 Contacts Add-in is not visible in the Navigation pane of Outlook desktop App. Issue description: - Outlook Add-in to manage Contacts in bottom bar is Missing, however, user can see Dynamics 365 app for outlook in the ribbon - for the same user we have verified in another machine wit...
Send Direct Email - Add source campaign search
Add the Source Campaign search in order to select the right Campaign before sending an Email Template to a list of Contacts, using "Send Direct Email" function?
Bug - Missing "Apps for Dynamics 365" under settings in new interface and custom apps.
Cannot find this anymore under settings. Users were able to re-add the Outlook themselves through this.
Data Segregation rules for separate Business Units syncs with Outlook integration
I have one instance of D365 which is accessed by users from six different business units, all owned by the same parent company (Examworks). Sales execs at each of the business units all compete for business in the same industry and often have overlapping clients. Because of this unique setup, we ...
Calendar start date alignment change
Its better to have the privilege to set up the calendar start date, Usually the calendar start day from Monday, but some of the users in other business unit wants to have the calendar day starts from Sunday.
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.
Outlook plugin customize
Hi, I work with MSFT sales and am a frequent user of the Dynamics 365 plugin. This works ok although a more clear guide of all the capabilities would be helpful. What would be great is to customize the default settings. I know always have to click just my own and engagements <- likely Microsoft t...