7

Sent Items Ending up under Queues in D365 CE

When auto-tracking of email is enabled in CE, it is understood that all email will be tracked in the system. However, this created a problem whenever a user trigger the "Reply" "Reply all" and "Forward" action with a tracked email which is connected to an active queue, once an email is resolve...

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3 Comments

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Category: Email Management and Outlook Integration (291)

STATUS DETAILS
New
7

Allow for Multiple Configurations/Apps for the D365 App for Outlook

Would like to be able to push different versions of the D365 App for Outlook to different business areas in our environment. We have three different BUs that use different areas of CE and have access to different custom tables. We would like to be able to configure three different configuration...

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0 Comments

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Category: Email Management and Outlook Integration (291)

STATUS DETAILS
Needs Votes
7

Do not automatically track an email when creating a new contact from the email itself

In Outlook, when I am reading an email, if the Dynamics 365 for Outlook does not recognize a contact, I can create that contact with the + sign. If I create the contact using that + sing, the email its automatically tracked against that contact. This is very disturbing and frustrating. Creating ...

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0 Comments

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Category: Email Management and Outlook Integration (291)

STATUS DETAILS
Needs Votes
7

When track emails with Dynamics app for Outlook we cannot see if an email is tracked or not, without opening the app

When we use the old add-in, COM add-in, Dynamics 365 add-in for Outlook, each email that has been tracked, has two little persons icon and we already know that those emails has been tracked at some point of time. Now when using the Dynamics app for Outlook, new app, lightweight app, there is no ...

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1 Comments

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Category: Email Management and Outlook Integration (291)

STATUS DETAILS
Needs Votes
7

Pin App for Outlook on "New Email" tab

When you navigate under Outlook and load the App for Outlook, the pane can be pinned on the side. However when you click on "New email", on the compose window the App is not loaded automatically (not pined). The idea is to have the App pinned there as well.

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1 Comments

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Category: Email Management and Outlook Integration (291)

STATUS DETAILS
Needs Votes
Ideas Administrator

 

 

 

 

7

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 (291)

STATUS DETAILS
Needs Votes
7

Dynamics 365 App for Outlook: Make CRM fields available for new created appointments

We have customized the Appointment form in CRM with fields which are mandatory (both in the technical aspect as well as from the business perspective).

When we create a new Appointment in Outlook directly from the calendar, on the Appointment form, we click the Dynamics365 App. Here the...

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0 Comments

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Category: Email Management and Outlook Integration (291)

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.
6

Track appointments from Mobile Outlook to Dynamics

Idea: Ability to track appointments/meetings from mobile "Dynamics 365 App for Outlook" to "Dynamics CRM".


Use case: Our sales users oftem travel an...

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0 Comments

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Category: Email Management and Outlook Integration (291)

STATUS DETAILS
New
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 (291)

STATUS DETAILS
Needs Votes
6

Duplicate identification

It is possible to create records in the App for outlook, but the duplicate rules are not triggered on save. We would like duplicate rules to be triggered ! :) Pierre-Olivier

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1 Comments

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Category: Email Management and Outlook Integration (291)

STATUS DETAILS
Needs Votes