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) <...
Email Notification should be sent for the event of Service Interruption of Microsoft Dynamics CRM Online
Issue :
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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 :
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During the Service In...
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.
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?
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...
Email Address Copied from Outlook to, CC field to Dynamics 365 CRM Email Editor's CC Field Does not resolves
Issue :
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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
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...
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
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
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...