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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Category: Email Management and Outlook Integration (259)

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 (259)

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 (259)

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 (259)

STATUS DETAILS
Needs Votes
6

App for Outlook / enhance custom fields for emails

Hi,

 

on the old outlook client it was possible to create own custom fields for emails, appointments, etc. 

Our customer has the strong need to define on every email (incomming & outgoing) which is tracked in CRM the "Contact Reason" (custom optionset) <...

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0 Comments

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Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Needs Votes
6

Email Notification should be sent for the event of Service Interruption of Microsoft Dynamics CRM Online

Issue :
==========
When the CRM organization is affected with the Service Interruption incident then the only option to get information about the Service Interruption in to check the Health Dashboard in Office 365 portal.

Ask :
==========
During the Service In...

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0 Comments

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Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Under Review
6

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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0 Comments

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Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Under Review
6

Email could be attached to multiple accounts/opportunities or entities.

When an important email contains information related to a quote + opportunity + lead, how to make in a few clics the Set Regarding to those 3 entities?

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3 Comments

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Category: Email Management and Outlook Integration (259)

STATUS DETAILS
Under Review
5

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 (259)

STATUS DETAILS
New
5

Outlook Folder Level Tracking of a Sent Items Sub-folder

Today we have the ability to perform Folder-Level Tracking from an "Inbox" folder level. Our Firm performs many mail merges thus hundreds of emails get "Sent". 1) We do not want to track every single email sent through server side sync so this does not work for us: https://support.microsoft.com/e...

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0 Comments

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Category: Email Management and Outlook Integration (259)

STATUS DETAILS
New