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...
Surface CC Parties on Email Table
Currently, only the To recipients of an email are surfaced on an email record. While CC recipients are available in the Activity Party table, it's inconvenient and inefficient to have to query that separate table when the Torecipients functionality already exists and could just be copied over ...
Disable Copilot banner in Outlook at user level
At current, only way to disable Copilot notification banners are at tenant level. Give the ability to users to permanently disable these on a device/user level.
Capturing Single instance of recurring appointment from Outlook to CRM
Capturing Single instance of recurring appointment from Outlook to CRM.
As of now dynamics 365 is supporting to capture entire series of recurring appointment but we need to capture single instance of recurring appointment.