Need to be able to migrate email attachments from one environment to another
Need an out-of-box way to be able to migrate email attachments (with links to the corresponding email message) from one instance to another.
Gmail folder-level tracking
Users can configure folder-level tracking for Outlook or Exchange. However, in case of Gmail, users can track only emails in inbox. Please add folder-level tracking for Gmail to track emails in subfolders as well.
Assigning sender of the Email as owner while server side sync is On
- It is illogical to randomly select any receipent from the list and assigning as owner in CRM.
- The algorithm it uses needs to be upgraded which will help keeping track of the correct ownership of Email record.
It is my beleive it will help a lot of users to have the cor...
Sales Copilot Outlook App to include option to stop automatic tracking/saving of sent email
We have enabled to the Automatic Tracking of Sent Items according to this document:
https://learn.microsoft.com/en-gb/power-platform/admin/track-sent-folder-items
However there are occasions when a user does not want the email they are composing to be tracked.
...
Reflect changes made from "Regarding" field in Dynamics 365 CE for tracked emails to �Set Regarding� object of Dynamics 365 App for Outlook feature.
Dynamics 365 App for Outlook is an Exchange EWS call service (add-in) which deliver the functionality to track emails, appointments, contacts, and tasks within your Outlook client. This functionality is different than the synchronization of the records from CRM to Outlook with using server-sid...
Track emails from shared mailboxes using Dynamics 365 APP for outlook
Shared mailboxes cannot be tracked using Dynamics 365 App for Outlook.
You can track emails sent to mailboxes for which the user has delegate permissions, but not from shared mailboxes.
Therefore, having this feature will increase convenience for many users.
Issue showing HTML tags when exporting to Excel
HTML tags are displayed when syncing appointments from Outlook to D365.
Therefore, the policy may be to enable RTE on the main form and change the column formatting to rich text.
However, when exporting an appointment record to Excel, HTML tags are included in the exported Excel De...
I want to set Reply-To when sending an email from Dynamics 365
When sending an email from Dynamics 365, there is a place to set "To, CC, BCC", but not a place to set "Reply-To". There are many situations where you want to reply to an email to an address other than "To", such as the customer center. When sending email from Dynamics 365, the ability to set "Re...
Integrate FindTime tool with Dynamics 365
Can we integrate FindTime tool which is available for outlook now with dynamics 365. so that we can schedule meetings customer directly from CRM.
Ability to sync perfectly Mail, Calendar, Tasks between Dynamics 365 (Online) and Outlook Client
Customer sets sync between Dynamics 365 (Online) and Outlook client by using Dynamics 365 App for Outlook
For example, in case of [Tasks]
Registering tasks from Outlook Client doesn't sync to Dynamics 365 (Online).
But registering tasks from Dynamics 365 (Online) syncs to Ou...
Administrator
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
PM,
Microsoft.