12

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
12

Allow tracking of group addresses

Currently record tracking between dynamics365 and outlook does not support group email addresses.

Some companies need to track emails sent by customers to group emails. There are also times when tracking records in group mail is needed within a company. Enabling this feature will improve...

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
12

High importance flag on Emails

High importance flag on Emails

Set an email to have High Importance flag on it. It would greatly help in spotting emails that are urgent.


Possibility like in Outlook for emails.

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3 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
12

Feature of making the task which created via SharePoint being track on Dynamics 365 (online)

When creating a task via SharePoint Online and clicking [Sync to Outlook] button, it is sync to Outlook Client. It would be much better if there is a feature of tracking the task synced to Outlook on Dynamics 365 App for Outlook.

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0 Comments

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes
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 (347)

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 (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.
12

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 (347)

STATUS DETAILS
Declined
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 (347)

STATUS DETAILS
New
11

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 (347)

STATUS DETAILS
Needs Votes
11

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

Read more... 2 Comments

Category: Email Management and Outlook Integration (347)

STATUS DETAILS
Needs Votes