72

Prevent automatic tracking of emails (while using Server Side Sync and the Lightweight App)

A lot of times the business requirement is to only have emails in CRM that users track manually. Therefore there should be an option to fully prevent automatic tracking of emails, while using the Lightweight App for Outlook.
This should be set globally for one CRM organisation, via S...

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16 Comments

Read more... 16 Comments

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.

70

Pin App for Outlook

Users that track the majority of their email using the App for Outlook find it very time consuming and frustrating to keep having to click the "Dynamics 365" button in the Outlook ribbon to re-open the App for Outlook after selecting each email.

If there was an option to "pin" the app s...

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25 Comments

Read more... 25 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature.

Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/dynamics-365-app-outlook-user-s-guide#experience-app-for-outlook-as-a-pinnable-taskpane

 

Sincerely,

Srihari Srinivasa

48

Tracked Incoming Emails from External Contacts should reflect as tracked or Set Regarding for all user's mailboxes

Consider this scenario 1. External Contact sends an email to User A and User B 2. User A sets regarding to Account A 3. The Email is created in Dynamics with Regarding of Account A 4. User B goes to this Email from their Outlook calendar. They will not see that this record is tracked. They wil...

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1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. Within the last year there was a change released to address this feedback so the same emails now appear as tracked for the other recipients. 

46

Automatically track SENT e-mails via Dynamics 365 App for Outlook if a tracking token already exists

Automatically track SENT e-mails via Dynamics 365 App for Outlook in following common situation: 1. you send an e-mail to a customer via Dynamics 365 for Outlook and manually track it to a record by using "Set regarding" 2. you receive a reply from the customer with the tracking token (this is be...

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4 Comments

Read more... 4 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for this feedback. The feature is available and documented here:

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

42

App for Outlook / Shared Calendar Appointment Tracking

I would like to see the Dynamics 365 App for Outlook add Appointment tracking capability for Shared Calendars.

 

Perhaps this is already on the longer term roadmap?

This capability was available with the older .COM Add-in Outlook Client in t...

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2 Comments

Read more... 2 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. Dynamics 365 App for outlook supports delegate access. Please refer to the following link for more information: Delegate access.

Sincerely, 

Naitik Shah 

PM, Microsoft. 

27

CRM 2016 - CRM App for Outlook

The CRM App for Outlook doesn't seem to work on the Apple on Android device.
Error message in the OWA App on the iPhone 6: You're browser is currently not supported.
Android Device: Goes into the authentication page and gets stuck in an infinite authentication loop

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0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

we are releasing a new version of the app with Centaurus if you are still having issues, please file support requests and escalate in support channel. we will investigate. Thanks for your feedback.

25

App for Outlook doesn't work with On-Premise

After applying the December 2016 update I have attempted to set up the App for Outlook.

When opening the app I see the ADFS login screen appear in a popup window. I complete the login details but am then just shown a blank web page instead, and the "Having trouble signing in?" message i...

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7 Comments

Read more... 7 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We do support App for outlook with Dynamics 365 On-premise. Please refer to the following link for more information: Deploy Dynamics 365 App for outlook

Sincerely, 

Naitik Shah

PM, Microsoft. 

18

Tracked Icon in Dynamics 365 App for Outlook

When an email is tracked through Dynamics 365 App for outlook it does not show track icon against that email Wherein in Dynamics 365 client for outlook we are able to see track icon. In order to check that if email is t...

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45 Comments

Read more... 45 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. Dynamics 365 App for outlook uses outlook category to identify records tracked in Dynamics 365. Please refer to the following link for more information: Use Outlook category to track appointments and emails


Sincerely, 

Naitik Shah 

PM, Microsoft. 

15

Create Appointment as Teams Meeting.

With recent Teams integrations being made available within Dynamics 365, the obvious missing piece of the puzzle is the ability to create an appointment as a Teams meeting. Especially now the majority of the workforce are finding themselves working remotely, Teams meetings are becoming the new n...

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0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Completed
Ideas Administrator
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

Read more... 3 Comments

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