15

Dynamics 365 App for Outlook DeliverPromote action when tracking an e-mail should consider the "from" field, when choosing an owner.

The current behavior is as follows -> When server-side sync or App for Outlook synchronizes an email message to Dynamics 365, the system determines the email owner based on the following factors. The system evaluates the To, Cc, and Bcc recipi...

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1 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
15

A feature that allows you to create and edit email templates that can be created when [email a link] is pressed.

We need a feature that allows us to create and edit email templates that can be created when we press [email a link].

The email that comes up when we click email a link is so spartan that it is useless by default and must be edited.

We need a feature that can be freely customized l...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
15

Sync Category color with Dynamics 365

Hi, it's a good idea to sync the category of outlook in dynamics 365, it's important because the customer need to track a category color also with dynamics 365. I see that now it's not supported: https://docs.microsoft.com/en-us/power-platform/admin/use-outlook-category-track-appointments-emails#...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
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 (347)

STATUS DETAILS
Completed
Ideas Administrator
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 (347)

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. 

15

Email Description after exporting to excel shows in HTML format

After exporting email records to excel the description column contact data in HTML format instead of normal text format.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
14

Missing attachements when track emails with Copilot for Sales

When we use the Copilot for Sales to track emails to CRM, the attachements are not available in CRM.


We still have to use the Dynamics 365 app for emails with attachements and users have to switch back and forth between the apps.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
14

View in Dynamics button in the Outlook App should open Dynamics in the context of a Dynamics App

There exists a button "View in Dynamics" in the Outlook App. Clicking this button opens the current record either in a browser popup or browser window, depending on your settings. In any case, the browser opens the Dynamics system outside the context of any exising Dynamics apps, there is only a ...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
14

Feature to let participants choose whether to reflect in Outlook appointments when creating appointments

Currently, when you create an appointment in Dynamics 365 (Online), it is automatically reflected in the Outlook appointment of the registered participant. However, in some cases, it doesn't always need to be reflected in the participant's Outlook appointment. Therefore, it would be great if part...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
14

MailApp function: Disable the recent records for set regarding field on App for Outlook

Please add the function so that users can disable the recent records for set regarding field on App for Outlook. We can disable most recently used items for lookup field in entity forms, but we cannot do this for set regarding field on App for Outlook. Therefore, users can track the mail items w...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes