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Put shortcut in on Outlook webapp for "Set Regarding" to Lead, versus only Contact

Right now our Business requirement for Sales is that they have to track the email or appointment to the LEAD record, if the person isn't an opportunity yet. So when a user goes to push an email or appointment into Dynamics, they have to click on that outlook webapp, and then search for the Lead'...

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Category: Email Management and Outlook Integration (249)

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1

Allow email template to replace the body rather than append to.

When inserting a template to an email activity, the body of the template is appended to the current body. That is fine if templates are fragments to be pulled in to compose a larger email. But we are required to replace the body completely so that each template is not combined with other templa...

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Category: Email Management and Outlook Integration (249)

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1

Establish a "Set Regarding" Default

When using the Set Regarding for emails, we more often than not find ourselves wanting to drill down to Opportunities, then Change View and then select My Open Opportunities. Each user does this dozens and dozens of times a day. It would save a tremendous amount of clicks if we had an option to s...

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Category: Email Management and Outlook Integration (249)

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1

Sync Outlook 'date sent' with Dynamics 'Date sent' through outlook webapp

Sync Outlook 'date sent' with Dynamics 'Date sent' through outlook webapp If the email that is set regarding copies the subject line, the content of the email etc etc, why on earth doesn't it also populate the 'Date Sent' field on CRM? This would ensure that all emails can appear in the activit...

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Category: Email Management and Outlook Integration (249)

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1

Replies on the same email thread (with same subject) after it is un-tracked, still getting tracked into CRM

Replies on the same email thread (with same subject) after it is un-tracked, still getting tracked into CRM. here is the scenario: 1. There is an email that is tracked using Dynamics 365 App for Outlook which is Sent to a customer. This creates the email activity in Dynamics 365 as expected. 2. ...

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Category: Email Management and Outlook Integration (249)

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1

Move D365 App for Outlook off IE for the Outlook client

The D365 App for Outlook still leverages IE off of the Outlook Client, we'd like to see that moved to the default browser of the user.

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Category: Email Management and Outlook Integration (249)

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1

Allow delegate-access users to set regarding on another calendar's appointments using Dynamics 365 App for Outlook

The Dynamics 365 App for Outlook does not allow users to set the regarding while creating an appointment on other user�s calendar for which they have delegate access; users can only set regarding for appointments on their own calendars. This functionality was in Dynamics 365 for Outlook (client) ...

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Category: Email Management and Outlook Integration (249)

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1

Competitors activities and for Outlook Dynamics 365 Add-In

Hello, please make the competitors avaliable at the Outlook Dynamics 365 Add In. We would like to track mails and other activities at the competitor entity. Thanks and best regards, Christian

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Category: Email Management and Outlook Integration (249)

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1

the width of Dynamics 365 screen

We want you to be able to adjust the width of Dynamics 365 screen in WEB version Outlook.

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Category: Email Management and Outlook Integration (249)

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1

Make Timeline a tab in CRM App for Outlook like it is on D365 for Phones

On the D365 Phone app, the Timeline / Social Pane is a separate tab, making it quick and easy to go to an account's activities. On the CRM App for Outlook, the Timeline is only available within the General tab (or whatever section on the form you have it placed). This is inconsistent behavior bet...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes