Dynamics 365 app for Outlook Synchronization
Customer use Dynamics 365 app for Outlook with Delegation permission. When create Appointment using Delegation permission, this Appointment cann't sync on Outlook and on Dynamics 365 immediately. This is by design. But it is unconvenient, customer want to change design, want to sync immediately.
Dynamics 365 App for Outlook Full Screen Mode/Open without opening an email or appointment
We have a directive that Sales should be able to work only in Outlook. It would be great if you coud open a full screen page of dynamics in Outlook. Currently you need to open an email or appointment, then use the search, quickcreate or other features. It would be nice to have a Dynamics Page. ...
D365 App - Enable Pining default views
When using the D365 App for Outlook, we change the account views from the default. We would like this changed view pinned so that it will automatically be our default view the next time we use the D365 App in Outlook. Can you please add this to the next update. Gail
Contact Tracking Link for D365 App for Outlook Does not Check For Duplicates
With the Dynamics 365 App for Outlook when linking a contact to an account it does not go through the same duplicate record checking like the tracking function does. Making the linking, tracking and duplication checking as a single step would improve the addition and tracking of local user conta...
Change the root entity name to custom one
In Dynamics CRM we can create a custom Entity (let's say Companies), this will take information from Accounts (since Accounts is the default name). In Dynamics CRM app for Outlook we can see that the entity is visible (Companies), but when I click to search for a record I can still see that it's ...
Include related activities in Dynamics 365 App for Outlook view
The last/next activity in the Outlook app will only show activities if the contact is set as the regarding object. This should include all related activities, not just those where regarding matches.
integrate linkedin through dynamics app for outlook
Do Dynamics 365 APP for outlook has feature that can integrate to LinkedIn? LinkedIn can integrate in dynamics crm system inside a form but i hope it can be integrated with Dynamics 365 app for Outlook
System Customer field for activity entity
Activities need to be always linked to a record otherwise it is not at all useful. Sometimes you want to link it to opportunity but also customer. Sometimes you want to link it to some custom entity but also to customer. I would like to see the linkage to customer be automatic a...
Search for Parent when Tracking Contact in Outlook
When CRM App for Outlook is deployed, we are unable to search when linking a tracked record in the People section of Outlook application. We would love to add this to further enhance the product as well as enable our users to use the tool more. ...
Choose Form for adding new entity in Dynamics 365-app for Outlook
I'd like to choose what form the Dynamics 365 app for Outlook is using when you create a new entity, for example a new contact.