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 (248)

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 (248)

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 (248)

STATUS DETAILS
Needs Votes
5

Prevent Replies and Forwards from Automatically Tracking with the App for Outlook

Currently, there is no way to prevent automatic tracking of replies and forwards on email threads. It would require manually untracking each item. Previously, we had an org setting, ClientDisableTrackingForReplyForwardEmails, which worked for the legacy client. Many customers still have this r...

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
5

Automatically track emails sent to CRM contacts

Dynamics 365 App for Outlook will automatically check incoming emails and track them if they are from a contact. It is not possible to check outgoing emails and track if they are to a contact. The logic here should be almost identical, checking recipient list for contacts rather than the sender.

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3 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

The option for automatically tracking Sent Items initially only works if a user was configured to track all emails. It was updated to work together with the other personal tracking options:

Automatically track sent folder items with server-side synchronization - Power Platform | Microsoft Docs

5

Allow SSS Incoming email to not promote any messages automatically

As incoming SSS is required for the Dynamics 365 App for Outlook and automatic tracking of incoming email can be a random (for instance an email with "to: a@contoso.com; b@contoso.com; c@contoso.com" will randomly be tracked to any of these three addresses), it would be advantagous to be able to ...

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. It is possible to configure users to not automatically track any emails. This can be enabled using some different settings documented here:

Default OrgDBOrgSettings for server-side synchronization - Power Platform | Microsoft Docs

SSSForceFilteringMethodForUserMailboxes

HideEmailAutoTrackOptions

You can use one or both of the options mentioned above. There is also another setting named HideTrackAllOption.

5

Dynamics app for Outlook options

The issue is the following: When you track an email regarding a case either in OWA or Outlook using Dynamics app for Outlook the case name is hyperlinked meaning that the case cannot be open directly in Dynamics CRM from the app when click on the name. The following have been tested on versio...

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
5

Tracking Tokens not getting applied to email subject when using CRM App for outlook

Pre req:

Settings > Administration > System Settings > Email > Enable Tracking Token

Configured “CRM App for Outlook”.

Steps

User send an email using outlook and click track button using App for...

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7 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
5

Outlook client for CRM should allow sync'd tasks to indicate regarding account

We use tasks on cases. When the task sync's to outlook the regarding information only includes the case title. It would be helpful if it also including the case account so you could tell who the case was for. Perhaps using the category field in outlook. Then tasks in outlook could be sorte...

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1 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Under Review
4

Make Dynamics aligned with internal branding

It would be great if we could change the email font to match our company font - currently, the font options are limited and as we cannot use our company font, it makes it unlikely that we will use the send email through Dynamics function. It would be great if we could set a default font and size ...

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0 Comments

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Category: Email Management and Outlook Integration (248)

STATUS DETAILS
New