98

Give more options for e-mail address resolution

In late crm 4, email address resolution behavior was changed. In earlier versions, if you had an e-mail address on multiple records (account, contact, lead, user), it would only resolve to one of them. This behavior was changed so that if there are multiple records with the same address, when ...

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5 Comments

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Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

  Thank you for your feedback. We released this feature as part of the functionality in Fall 2016 release update 2.0 or SP2 for CRM 2016.

This is being delivered as a feature with our fall release. Expect it with update by 11/29 or by Dec hotfix update. There is an organization setting to turn off contact resolution for the whole org. If that is the case, user will have to manually resolve the email activity to a CRM record (when there are multiple records match the email address in CRM).

 Madan

 

 

 

 

 

 

69

64-Bit Outlook 2010 CRM Client

I'm surprised this isn't listed on here yet. I searched the open suggestions, but didn't see it. Title is self explanatory.

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11 Comments

Read more... 11 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

There is a 64 bit client for many years now. I don't think it is relevant any longer.

48

Feature enhancement: Ability to immediately Track email from Outlook and promote the email to CRM in server-side sync

Enhancement needs to be made so that as soon as the user clicks on "Track" in CRM from Outlook, the email is promoted to CRM in server-side sync, so that user can perform "Convert To" action to further edit the activity record in CRM.

In current state, as of April 2015, the "Convert...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

This was delivered previously. Let us know your feedback. Thanks

43

CRM use SharePoint as content / document plattform for archive

I know the answer about the other SharePoint feedback.
but in real world, i am implementing SharePoint for content and document management with gouvernance and archive policies.
when CRM could use one or more SharePoint doclibraries, CRM could an integrated and easy usefull solution ...

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4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

We already have sharepoint integration since CRM 2011, and since CRM 2013 we also have server-based integration. Thanks for your feedback.

34

CRM keeps acting strange with server-side synchronisation and Email Router settings

Using server-side synchronisation and Email Router on CRM Online never seems to work correctly, and it is rather unstable.
Customers keep getting an error message such as 'An error occurred while creating the incoming email "xxx" in Microsoft Dynamics CRM for the mailbox ', and there has ...

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

we have done many reliability improvements for server side sync in last 2 years. If you are still have issues with reliability, please file support requests and escalate them. we will look into them.

29

Mass Update of records via Excel

The ability to export a group of records, such as contacts or accounts, modify entire columns in order to support an updated grouping or filter, and then re-import the updated records would be valuable to users and to support departments.

- Teams which had inconsistently used CRM re...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in 9.0 .

Please refer to the following link for more information:

 

Sincerely,

PM,

Microsoft.

30

Server Side Sync: Mailbox gets disabled when Exchange Online service interruptions occur

Our customers have a CRM queue with a linked Exchange Online mailbox which receives e-mails from the company website to process by using Server Side Synchronization.
We noticed that sometimes, after running for a few weeks correctly, the e-mail processing stops suddenly (but this doesn't...

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

Duplicate of another suggestion. We have made many improvements to reliability in last 2 years. if you are still having issues, please file support cases and escalate, and we will investigate. Thanks for your feedback

23

Document generation

Document generation, to generate a letter with only a couple button clicks on the server.

We really need a simple way to define templates and to generate a document based on this template on the server with only a couple of clicks.

There also should be an option to create...

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

This has been delivered since Ara or before. if you have any feedback please let us know about the feature and any improvement we can do in future.

22

Looping Emails from Auto Replies (SSS) - identify case auto reply as an autoresponse

Looping Emails from Auto Replies (SSS)
This is to do with case creation rules sending out an auto reply. We can trigger an infinite loop of auto responses if we mail someone who has an auto reply rule set on their side too.

-Incoming email for a contact-------> Arrives in th...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

 I think this has been fixed. If you are still running into issues, please file support case and escalate. we will investigate. Thanks for your feedback.

22

Allow tracking of emails from outside of Outlook

CRM has taken major steps forward with server synchronization and being able to synchronize already tracked activities, but there is still a major gap--emails not sent from Oultook cannot be easily tracked. This is a major gap and should be addressed to complete the server sync story. Synchron...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Completed
Ideas Administrator

we delivered this with folder based tracking. Do you need any further improvements on this? Please let us know your feedback. Thanks for your feedback.