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.
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...
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'...
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...
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...