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

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (296)

STATUS DETAILS
Needs Votes
6

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

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (296)

STATUS DETAILS
Needs Votes
6

Change Outlook Category Label to "Tracked to Dynamics 365 (Unsuccessful)"

Right now the label is "Tracked to Dynamics 365 (Undeliverable)". The use of the word "Undeliverable" causes a person to think the item was not sent. If the word was changed to "Not Tracked" or "Untrackable" or "Unsuccessful" this would convey a clearer message.

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (296)

STATUS DETAILS
Needs Votes
6

Add-in for dynamics 365 on appointments in the outlook-app on mobile units/tablets

We would like the add-in for Dynamics 365 to exist in the outlook-app on mobile units/tablets when you're creating an appointment. As it looks right now, it only exist for email. We know we can do it from OWA (outlook.office.com), but it would be very helpful if the add-in existed in the outlo...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (296)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Srihari Srinivasa

Senior PM,

Microsoft PowerApps

6

Hide [Relationship assistant] after clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?

When clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?, [Relationship assistant] is displayed. Currently, [Relationship assistant] cannot be hidden. It would be user-friendly if the feature can be hidden.

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (296)

STATUS DETAILS
Needs Votes
6

Feature of default view's [Regarding] setting on Dynamics 365 App for Outlook

On Dynamics 365 App for Outlook, each entity view is displayed from [Regarding] setting. By default, [Regarding lookup search] is displayed, it can be switched to other view, but "Default view" cannot be changed. If "Default view" can be changed, it would be very convenient.

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (296)

STATUS DETAILS
Needs Votes
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...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (296)

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (296)

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

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...

Read more...

3 Comments

Read more... 3 Comments

Category: Email Management and Outlook Integration (296)

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

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) 

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (296)

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.