Track Bcc recipients
Currently unable to track emails for recipients in the Bcc line.
In my function, I am required to send reports to clients, where client emails are confidential. Usually, I send one email with the report with all client email addresses in the Bcc line. The previous CRM I was u...
Pending Emails Should Not Look Like Closed Activity in Timeline
Pending status emails look like already completed activity in the pipeline and users need to click into email activity to see that it's not a sent email but email waiting to be sent.
This is a ...
To stop tracking e-mail
I'd like to stop tracking of e-mail records.
If I track e-mail items once from Outlook, I can no longer stop tracking after that.
The only way to stop tracking e-mails is to delete all tracked e-mail records which are related to the tracking e-mail record.
(Changing ...
Use Dynamics 365 App for Outlook without Reading Pane
Currently one of the requirements to use the Dynamics 365 App for Outlook is to have the Reading Pane enabled in Outlook, if the Reading Pane is not enabled then the Dynamics 365 Button on the ribbon is greyed out. (Documentation included below)
Many of our clients, and I'm su...
Show App pane in new emails when the app is already pinned
When I pin the app in my inbox (Windows client), the App pane is shown even if I open the email in a new window.
This is NOT the case when I create a new email.
My wish is that the App pane is also shown for new emails when the app is pinned in my email folders.
Allow synchronizing activities such as tasks that are forcibly reopened
I have the scenario that an user needs to reopen a task that previously was closed, but this functioanally is implemented through a personlalized workflow called by demand.
The problem is that task doen't be syncronized with Outlook
Optional settings for email tracking
I would like to see an option where the emails are not linked to each contact and account that has an address contained in the email. In our industry we need to track emails exclusively to the the "Regarding" field. Linking it to other records creates clutter and on occasion privacy issues we ...
Track Voicemails to Dynamics 365 Sales
Would be great if we could track voicemails we receive through teams to our Dynamics 365 Sales/CE/CRM
Email templates apply - Hide the popup "Apply Template: OK / Cancel"
After the email template is selected, the user presses the "Apply Template" button. After that the popup "Apply Template" appears which must be answered with OK or Cancel.
The popup is unnecessary, because the user has already chosen the template. In addition, it is possible ...
Email templates apply - Search considers email template content
Users often remember keywords from email template content. Therefore, it would be advantageous if the search would also include the email template content.