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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Category: Email Management and Outlook Integration (266)

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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Category: Email Management and Outlook Integration (266)

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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Category: Email Management and Outlook Integration (266)

STATUS DETAILS
New
5

Drop and Drag email functionality

Previous version of CRM we could drag and email from Outlook to the attachment symbol on a note and it would attach the email. Could this be reinstated?

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1 Comments

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Category: Email Management and Outlook Integration (266)

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 (266)

STATUS DETAILS
Needs Votes
5

Track emails on a contact who has multiple email addresses

Hello, A contact can have several email adresses. We can use the system email address fields, or custom. We would like the email sender to be recognized not only when the "business email" is recognized but also if the email is in the other email fields of the contact. Thank you ! P-O

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1 Comments

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Category: Email Management and Outlook Integration (266)

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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Category: Email Management and Outlook Integration (266)

STATUS DETAILS
Needs Votes
5

Regarding info to be visible without opening the Dynamics app for Outlook

When using the Dynamics 365 add-in for Outlook the information if the email is track or under which entity is set regarded can be visible in the bottom side of each email. When using the Dynamics app for Outlook (lightweight app) the same can be visible only when we load the app. It would be gr...

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Category: Email Management and Outlook Integration (266)

STATUS DETAILS
Needs Votes
5

Display tracked label for e-mails that have been tracked by other users of Dynamics 365

We are stumbling upon the following issue: E-mails that were sent to both myself and a couple of colleagues of mine are being tracked in Dynamics 365, but the 'tracked' label is only visible for the user that actually tracked the e-mail himself. When I look at the exact same e-mail in Outlook (w...

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1 Comments

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Category: Email Management and Outlook Integration (266)

STATUS DETAILS
Needs Votes
5

Category tracking is not marking tracked emails with Dynamics app for Outlook

When enabled on the same time Category tracking is not marking in dark-blue color the emails that are tracked manually with Dynamics app for Outlook. Still the only way to see that those emails are tracked, we need to load the app itself.

It would be great if category tracking can mark&n...

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1 Comments

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Category: Email Management and Outlook Integration (266)

STATUS DETAILS
Needs Votes