Copilot for Sales e-mail tracking can be ended again for a conversation
In the old Outlook AddIn “Dynamics 365”, the tracking of emails for a conversation could be switched off again. This meant that further replies within this conversation were no longer tracked automatically.
This function is no longer available in the new “Copilot for Sales” AddIn. Once ...
Customize test and enable email message sent from SSS
It would be very beneficial to customize the test and enable email message.
As that way it can be determined to which organization the mailbox is connected.
Also, it would be a fantastic idea to have the ability to add the relevant company's logo in that test ...
Task: "Regarding" make available again in Outlook Task
Make the Field and Connection "Regarding" in the Task also available after the sync to Outlook
This was a feature in the On-Prem 2015 CRM (Add-In)
It would be easier to see the connection of the task to e.g. an Opportunity in your Outlook.
We want to link the conference room of an Outlook resource to the location field when creating an appointment
Currently, when creating an appointment in Dynamics365, only text can be entered in the location field.
It is not managed because it is reflected as text on the Outlook side.
Therefore, if you can select the meeting room managed by Outlook resource in the location field at the time...
Dynamics 365 App for Outlook Greyed Out
If the reading pane is turned off in the Microsoft Outlook the Dynamics 365 App for Outlook is grayed out.
My suggestion is that it should be enabled without enabling the reading pane.
Controlling the reading of emails that appear on the timeline.
Controlling which users can read emails displayed on the timeline will make the use of the timeline more versatile and improve user convenience.
Aptos font should be available in email editor
Aptos was made the default font in Office applications across the Microsoft 365 product family in 2023. When writing emails in Outlook, it is the default font.
When writing emails in Dynamics 365 Sales or model-driven Power Apps, Aptos is not available as a font to choose. Thi...
Dynamics 365 App for Outlook functionalities
Hello Team,
We would like to raise the following Technical Idea with the DEV Team:
At the moment the App for Outlook can be connected to only one environment.
Some of the customers have a few different types of Environments (Normal CRM and another which...
Ability to permanently delete categories from Outlook side
Currently, Outlook cannot be set to delete Tracked to Dynamics 365 categories.
If there is a feature to delete categories in Outlook, I think it will be useful from the viewpoint of improving convenience.
So I hope they implement a feature to permanently remove categories from the ...
Task rich text Description to be properly synchronized to Outlook
We have enabled rich text editor for the Description field at the Task entity. When respective Task is synchronized to user's Outlook, the formatting is lost and HTML tags are shown instead. We were told by a support team that proper synchronization is available for Appointment entity at the m...