Tracking Exchange Mailbox Items Happens in the Outlook Client! Crazy!
When tracking Exchange Mailbox Items in CRM (e.g. an Email, a Meeting, a Task) within CRM, the item is not added into CRM until it has been processed by the Outlook client.
This may seem fine when tracking your own items, but when you have a number of remote workers (e.g. On-Site Engine...
Outlook 2010 Integrated Toolbar
Have the CRM toolbar form part of the Home tab in Outlook 2010 instead of being on the Add-Ins tab.
With the current format we have lost the ability to quickly promote an item from the list view vastly reducing the ease of use.
In Outlook for CRM add-in (the new one), show tracking status of email across ALL users in the org, not just current user
Not having visibility into when an email is already tracked by another user in the org represents an incredible regression in functionality from the prior version (i.e. hieavier COM add-in). Until I see a better explanation of this design decision, I actually consider this a bug. Here�s why: Th...
SharePoint Online integration broken
There appears to be a problem with both the CRM 2013 and CRM 2011 SharePoint List Components on SharePoint Online since the Spring update.
We receive the following error when trying to configure a SharePoint site - An error occurred while loading the page. The URL may not have been map...
CRM supports �Outlook Appointments� but not �Outlook Meeting Requests� (ID 4242)
n CRM whenever we create an appointment, we have the provision to the update the Required Attendees, Optional Attendees etc., When we synchronize the same with Outlook, this CRM Appointment gets copied to Outlook as an �Appointment�. As of now, the actual participants for the meeting have not ...
Contract document location when setting is entity Account
If Document mangement settings is based on entity Account
All documents for Contracts will be created /contract/contract name
Should be Account/Account name/Contract/
Show status while loading the Outlook plugin or speed it up.
On a fast network this isn't a problem, you have to see it on a slow connection.
When outlook is started it takes up to 1 to 2 minutes before you can access CRM. The CRM Ribbon is grey during this time, and the Button in Outlook navigation is missing.
I see this when we go out...
SharePoint CRM List Web Part
I would like to see an updated version of the CRM SharePoint list web part. It is something that would be extremely handy for us to use. The current version will not work for us once we migrate to Claims authentication for 2010 or 2013.
Outlook client lists missing links
In the web-client all lookups are click-able links. In the Outlook klient this is not the case. This is not good. It should be the same functionlity in both clients.
Mail Merge Crashes Outlook When Merging Labels and Attemping to Create Activities in CRM -- Replicated in 5+ environments
Summary of issue: There is no way to mail merge to labels for more than a two accounts without Outlook crashing in 5 completely different environments when the following recreate steps are followed precisely.
I can make this merge work on any 1 account, but it won't work when I choose m...
Administrator
Thanks for the feedback. A change was made within the last year to automatically tag the same email received by others as well.