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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Category: Email Management and Outlook Integration (307)

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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Category: Email Management and Outlook Integration (307)

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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Category: Email Management and Outlook Integration (307)

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

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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Category: Email Management and Outlook Integration (307)

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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Category: Email Management and Outlook Integration (307)

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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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
14

Dynamics App for Outlook to track entire communication with external users

The following issue has been raised by multiple customers: *User A sends and email from Outlook to User B and track the first email regarding an CRM Account "Microsoft" *Open Sales > Accounts > Microsoft > Activities - the first email send to User B is tracked and visible *User B replies to User...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
13

Hide the "Save without connecting" button in Copilot for Sales

It would be great to have the ability to hide the "save without connecting" button in Copilot for Sales.

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
13

Change Label Position in Dynamics App for Outlook

By using the App for Outlook it will be easier to read the custom fields if it is possible to change the field label position from 'left' to 'top'.

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
13

Ability to link to Outlook when a user changes the owner of an appointment in D365

When a user changes the owner of an event in D365, Outlook creates a new appointment and retains the past owner's appointment. Therefore, it is necessary to delete unnecessary appointments, which leads to unnecessary trouble. When changes to the owner of an appointment are reflected in Outlook...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New