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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Category: Email Management and Outlook Integration (248)

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 (248)

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 (248)

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 (248)

STATUS DETAILS
Under Review
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 (248)

STATUS DETAILS
New
5

Email Address Copied from Outlook to, CC field to Dynamics 365 CRM Email Editor's CC Field Does not resolves

Issue : ============= Customer Copies the Email address from Outlook's To , From and Cc fields And Directly pastes in the Email forms TO and CC field but it does not resolves Email address . For Eg When we copy From Outlook by selecting emails and pressing CTRL +C XYZ

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
New
5

Ability to track an email and a copy of that email to 2 different record

In the past, with the Outlook client, we could copy the email in our inbox and track the original and the copy to different record, for example: the original email is tracked to account A and the copy is tracked to account B. In the new App for Outlook it's not achievable. if I track the original...

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
5

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 (248)

STATUS DETAILS
Needs Votes
5

Open the addin from a shared Mailbox

Hello team, We need to open the add-in from a shared mailbox, this in order to view the email sender if he is existing in CRM. Thank you Pierre-Olivier

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1 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
5

Navigate from "View in Dynamics 365" link in Dynamics 365 App for Outlook to full Dynamics solution

When viewing a record in the Dynamics 365 App for Outlook, there is an option to "View in Dynamics 365." This opens a browser window to show the record being viewed within Outlook. But there are no navigation buttons to get from the record detail to the rest of the application. Rather than openin...

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes