18

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.

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
18

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...

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3 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Sincerely,

PM,

Microsoft.

18

Tracked Icon in Dynamics 365 App for Outlook

When an email is tracked through Dynamics 365 App for outlook it does not show track icon against that email Wherein in Dynamics 365 client for outlook we are able to see track icon. In order to check that if email is t...

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45 Comments

Read more... 45 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. Dynamics 365 App for outlook uses outlook category to identify records tracked in Dynamics 365. Please refer to the following link for more information: Use Outlook category to track appointments and emails


Sincerely, 

Naitik Shah 

PM, Microsoft. 

17

Ability for System Admins to approve mailboxes

Only those with Exchange Admin or o365 Global Admin permissions can approve D365 mailboxes. Our IT department rightly don't want us to have these permissions as it will allow us to do some much more than we actually need. D365 System Admins should have the ability to approve mailboxes themselve...

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3 Comments

Read more... 3 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
16

Customer should have option to choose default browser when using Dynamics 365 for Outlook

With the new update, now we only have Edge as default browser:

https://devblogs.microsoft.com/microsoft365dev/microsoft-edge-webview-for-office-add-ins/

https://docs.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins

We want to have options ...

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1 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
New
16

Track Outgoing email in Dynamics App for Outlook on MAC

as per MS article https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook#feature-support-per-client. Dynamics App for Outlook for MAC can only track Received email. I will be good if there is an option also to track Outgoing emails as on ...

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2 Comments

Read more... 2 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 


Sincerely, 

Naitik Shah 

PM, Microsoft. 

15

Create Appointment as Teams Meeting.

With recent Teams integrations being made available within Dynamics 365, the obvious missing piece of the puzzle is the ability to create an appointment as a Teams meeting. Especially now the majority of the workforce are finding themselves working remotely, Teams meetings are becoming the new n...

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator
15

Feature parity when connecting Outlook integration to a (none dynamics) model-driven app

Recently I connected Dynamics/CDS App for Outlook form Appsource to a model-driven power app to track e-mails against the account and contact base. The integration worked but with a few differences compared to running it against a dynamics 365 sales instance. 1. Activity roll-up to parent accou...

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2 Comments

Read more... 2 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
15

Need ability to track multiple emails at once using Dynamics 365 App for Outlook

Our team is very concerned that the current Dynamics 365 add-in is being depreciated in Oct 2020 when the ability to track multiple emails at once has not yet been added to the replacement Dynamics 365 App for Outlook. We communicate with our clients primarily via email with a long sales proces...

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1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
15

Ability to add CRM tab on Outlook client

When adding Dynamics 365 App for Outlook,

it would...

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 


Sincerely, 

Naitik Shah 

PM, Microsoft.