In Dynamics 365 App for Outlook, add a contact without tracking e-mail
Currently, "If the sender of the email is unknown to Customer Engagement, when you add the contact or lead, the email is automatically tracked in Customer Engagement and set regarding this contact or lead. To stop tracking, you can manually untrack the regarding email." Our organization uses Dyn...
Create a new System View specifically for the D365 App for Outlook
Hi I recently learned through an MS Support Case that the D365 App for Outlook uses the 'Case Lookup View' when searching for cases to track an email against. This OOB 'Case Lookup View' excludes child cases. We've found that we needed to modify that Case Lookup View to include child cases, ...
Re-instate Outlook App search by Case Number
V8.2 allowed for the search of Case Numbers in App for Outlook when tracking emails. It is imperative that this functionality be re-instated for ease of tracking emails to specific Case records, otherwise there is room for misalignment of emails to records based solely on subject.
Plugin Extensability Needed for Searches in App for Outlook
KBC’s security model specifies that:
- All users in the Retail Bank should primary see and work with Clients (Contacts) from their home branch
- Quick Find and Categorised Search should be limited to the Contacts belonging to their branch
- They are...
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Dynamics 365 App for Outlook Add In: - While associating a Contact with an Account, search results show only name, without additional information this is not very useful. User should be able to see at least 2/3 fields more in search results
1. Configure Dynamics 365 App for outlook 2. Login to MS Office Outlook and click on more options present on left bottom corner and select Add-ins 3. Select a Contact and click on it new tab will open with details 4. Click on link Look up will appear with only Account names 5. Should have abilit...
Dynamics 365 App for Outlook - Account Search in the Dynamics 365 App Add in: Account can be searched only by name, with duplicate names it is not possible to identify correct Account. User should be able to search an Accounts based on all the fields configured for quick find (Local Search)
1. Configure Dynamics 365 App for outlook 2. Login to MS Office Outlook and click on more options present on left bottom corner and select Add-ins 3. Select a contact and click on it new tab will open with details 4. Click on link Look up will appear with only Account names 5. Here if we try to...
Add contact to marketing list from dynamics 365 app for outlook
Good afternoon, We used to be able to open a record (contact, account, opp) from the app to the browser version of CRM. In the last update this was removed. The support officer I spoke with said it was removed since we can now see/do everything we can from the browser in the app. Unfortunately ...
Delegate Feature - CRM App for Outlook
Legacy Outlook add-in provide Delegate feature (for administrative professional to monitor LT mailbox), however this feature is not available in new CRM App for Outlook. Customer are unable to move from Outlook add-in to App for Outlook because of this product feature gap.
Dynamics Pivot Table in App for Outlook
Legacy Outlook add-in provide Pivot Table feature. However this feature is not available in new CRM App for Outlook. Customer are unable to move from Outlook add-in to App for Outlook because of this product feature gap.
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Donielle