12

Ability to update data in files exported with dynamic worksheet on Dynamics 365 App for Outlook

Dynamics 365 for Outlook (Outlook client) is going to be deprecated. The capability to update data in files exported with dynamic worksheet is used by many end users. Such a capability cannot be alternative on Dynamics 365 App for Outlook. It would be user-friendly if the capability is implemen...

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1 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
Needs Votes
12

Email to multiple recipients should create multiple email records instead of one

An email sent to multiple recipients (users/queues) should create multiple instances of the email. (Currently it creates only one record and shares with the recipients)

Reason:
Customers tend to send emails to multiple recipients in a company.
As we have a very strict ...

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2 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
Under Review
11

Pin App for Outlook - Exchange On premise

The option to pin the App for Outlook is available only for Exchange Online. Due to having a lot of customers based in Germany, and with them having acting regulation to keep their data withing Germany, we have a lot customers with On premise Exchange. The Pin Option would be a lot useful for ma...

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0 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
New
11

Mobile Outlook APP - support of tracking Appointments to CRM using Dynamics 365 APP for Outlook

Hello, we are a fan of the new mobile Outlook APP and introduced this application as the standard mail app on our iOS devices. Since our Sales Reps are using Outlook as their main tool to scheduling the customer visits and synchronize them afterwards also to Dynamics CRM, there is a strong need ...

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1 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
Needs Votes
10

We want to link the conference room of an Outlook resource to the location field when creating an appointment

Currently, when creating an appointment in Dynamics365, only text can be entered in the location field.

It is not managed because it is reflected as text on the Outlook side.

Therefore, if you can select the meeting room managed by Outlook resource in the location field at the time...

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0 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
New
10

Allow Set regarding in Bulk from Dynamics 365 App for Outlook

The now deprecated outlook add in used to allow users to select multiple emails and make them all tracked and 'set regarding' a record in Dynamics. This is not possible used the Dynamics 365 App for Outlook - the user must do this action one by one which is much less efficient!

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0 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
Needs Votes
10

track the entre feed of a email set regarding

When we set regarding on a email in Outlook with Dynamics 365 App for Outlook, or send a email by dynamics email activites. only the send email and is replys are track in Dynamics in the element regarding, a reply on the Customer reply of the tracked email wans't not track automaticaly. We need...

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2 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
Needs Votes
10

Dynamics 365 App for Outlook Greyed Out

If the reading pane is turned off in the Microsoft Outlook  the Dynamics 365 App for Outlook is grayed out.

My suggestion is that it should be enabled without enabling the reading pane.

 

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3 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
Needs Votes
10

Email content to appear in the CRM email activity for encrypted and signed emails

The client has requirement where they will have to track the emails into Microsoft dynamics CRM. All the emails are encrypted/Signed emails. On our analysis we found that Microsoft dynamics CRM will track the emails and convert them as attachments with the extension *.p7m and create a empty em...

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2 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
Under Review
9

Dynamics 365 App for Outlook functionalities

Hello Team,


We would like to raise the following Technical Idea with the DEV Team:


At the moment the App for Outlook can be connected to only one environment.

Some of the customers have a few different types of Environments (Normal CRM and another which...

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0 Comments

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Category: Email Management and Outlook Integration (292)

STATUS DETAILS
New