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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Category: Email Management and Outlook Integration (361)

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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1 Comments

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Category: Email Management and Outlook Integration (361)

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 (361)

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 (361)

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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Category: Email Management and Outlook Integration (361)

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 (361)

STATUS DETAILS
New
2

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 ...

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Category: Email Management and Outlook Integration (361)

STATUS DETAILS
New
2

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...

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0 Comments

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Category: Email Management and Outlook Integration (361)

STATUS DETAILS
New
2

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...

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0 Comments

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Category: Email Management and Outlook Integration (361)

STATUS DETAILS
New
2

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

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0 Comments

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Category: Email Management and Outlook Integration (361)

STATUS DETAILS
New