Disable the "Tracked in Dynamics 365" category for specifics mailboxes/queue
Hello,
As users of a specific queue are working in Outlook using categories, the fact that all tracked email automatically get the "Tracked in D365" catagory bother them.
It could be useful to have a way to configure specific mailboxes to track emails without having the category ...
Ability to save and categorize an email to D365 before it send with Copilot for Sales
I wanted to share a thought I had regarding a potential new feature for Dynamics 365.
I think it would be incredibly beneficial to have a feature that allows us to categorize unsent emails. This could help us keep our email drafts organized and accessible, especially when deal...
Enable links in enhanced email
Currently, hyperlinks viewed in the enhanced email form cannot be opened. This should be enabled!
Enable functionality to choose Accounts / Opportunities I follow when exporting emails into HPD using Copilot
When exporting emails using copilot into dynamics – the functionality to choose Accounts I follow, or Opportunities I follow is not available. It is available when you export contacts from emails, this is creating inconsistency in the tool functionality.
New Outlook consistently wants to allow/disallow (Dynamics 365 App for Outlook) when we open and close Outlook
New Outlook consistently wants to allow/disallow (Dynamics 365 App for Outlook) when we open and close Outlook. We were advised by MSFT Support that it should only happen once, but we are seeing it every time we open Outlook.
Users need to download the emails which in completed status reason
Users can download emails that are marked as completed successfully without encountering any error messages.
Direct Inbound Email Integration
Hi,
I’ve noticed that in Business Central, there’s no option to directly add inbound emails to the system. It would be great if recipients could choose where to store these emails, making them accessible to colleagues.
Could this feature be added in a future update?
Thanks!
E-Mail Tracking with more than 1 Entity
For Dynamics 365 we need a possibility to track our email to more then 1 entity.
We implemented some kind of 360° view on our customers where we can also so related contracts and claims to our customers in CRM. And it can be that one email is related to more then one contract or claim (s...
Enabling Conditional Statement inside Email Template in Sales Engagement
Email Template feature within Sales App has capability for Insert Dynamic text which is great.
If Email Template can also have the conditional statement capability (for an example : If contact.nickname is null then use contact.fullname) , that will increase productivity for ...
Option for Email Icon/Shortcut to Open Dynamics Email Experience and not Outlook
Hello!
Wanted to submit a suggestion, where an admin could select what the Email Icon on the logo opens. Currently, it opens a 'New Email' box with the email of that field to send an email out to. While I understand that has a million advantages and is OOTB behavior and inten...