7

Email attachment drag and drop functionality

It would be a great enhancement to the usability of the CRM web application if email attachments could be selected from the local machine, and dragged directly into the CRM email to be added as an attachment (similar to Outlook functionality). In organizations where users are not looking to us...

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1 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Under Review
6

Have the option to synchronize the Gender field between Dynamics and Outlook

We want to be able to choose whether to synchronize the Gender field (OOB field in Dynamics and Outlook) between Dynamics and Outlook. The current synchronization filters do not include this (either as an included field like for Email or Full Name or separately). We had this option with the depre...

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
6

Change Outlook Category Label to "Tracked to Dynamics 365 (Unsuccessful)"

Right now the label is "Tracked to Dynamics 365 (Undeliverable)". The use of the word "Undeliverable" causes a person to think the item was not sent. If the word was changed to "Not Tracked" or "Untrackable" or "Unsuccessful" this would convey a clearer message.

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
6

Add-in for dynamics 365 on appointments in the outlook-app on mobile units/tablets

We would like the add-in for Dynamics 365 to exist in the outlook-app on mobile units/tablets when you're creating an appointment. As it looks right now, it only exist for email. We know we can do it from OWA (outlook.office.com), but it would be very helpful if the add-in existed in the outlo...

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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,

Srihari Srinivasa

Senior PM,

Microsoft PowerApps

6

Hide [Relationship assistant] after clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?

When clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?, [Relationship assistant] is displayed. Currently, [Relationship assistant] cannot be hidden. It would be user-friendly if the feature can be hidden.

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
6

Feature of default view's [Regarding] setting on Dynamics 365 App for Outlook

On Dynamics 365 App for Outlook, each entity view is displayed from [Regarding] setting. By default, [Regarding lookup search] is displayed, it can be switched to other view, but "Default view" cannot be changed. If "Default view" can be changed, it would be very convenient.

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
6

D365 APP for Outlook in RDS environment

I have been advised by MS that the D365 App for Outlook is not supported in an RDS environment, after finding the hard way it would not work in an RDS environment, it just displays a blank view. So would request the App for Outlook be updated to support RDS environments, also in addition some cl...

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
6

Dynamics 365 App for Outlook: add an option to convert an email into lead or case

In sales or service scenarios, it should be a one click action to track an email and convert it into a lead/opportunity, right from the Dynamics 365 App for Outlook.

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
6

Dynamics 365 app for Outlook : Contact synchronisation

 Hello,

 

When we create a Contact in Dynamics 365 and fill the fullname and salutation standard fields, the fullname of the Contact is prefixed with the Salutation field when synchronised with Dynamics 365 app for Outlook.

if your Contacts are synchronised on yo...

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1 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
6

Tab key doesn't work when creating any record using Dynamics 365 app for Outlook

Tab key doesn't work when creating any record using Dynamics 365 app for Outlook in Outlook or OWA.

when we try to 'set regarding' to a new record----> we create a new record in Dynamics 356 app/light weight app, example contact , after entering the data in...

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3 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes