55

Possibility to set the default font for email per user

It would be great to be able to set default fonts and font sizes for composed emails in Dynamics for each user. Eg on their personal settings. It would also be great to be able to set the default font and font size for composed emails on the system settings.

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14 Comments

Read more... 14 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator

For more information, see-

1. https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-font-admin#enable-the-rte-control-in-the-email-form

2. https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/rich-text-editor-control

Regards, 

Product Manager, Microsoft  

22

Allow custom corporate font as default in email

Should be able to make custom corporate fonts as default fonts in email sections of D365 CRM

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9 Comments

Read more... 9 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. It seems that the requested feature has meanwhile been made available.

For more information, see-

1. https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-font-admin#enable-the-rte-control-in-the-email-form

2. https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/rich-text-editor-control

Regards, 

Product Manager, Microsoft  

15

Ability to send direct email from Contacts View’s command bar.

There used to be a function to [Send Direct Email] on Contacts View’s ribbon. However, after the recent update, that function is removed from the ribbon and therefore we cannot send direct email from Contacts View anymore. It is inconvenient having to open each individual record and hit ...

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0 Comments

Read more... 0 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature during 2020, but you will need to enable it in system settings.

Please refer to the following link for more information: https://www.inogic.com/blog/2020/06/enable-send-direct-email-button-in-unified-interface/

Sincerely,

Microsoft

13

Attaching attachments to email and Notes

1) Allow attaching of multiple attachments in Notes Section through browse link and through Drag and Drop 2) Allow attaching of multiple attachments in Email through browse link and through Drag and Drop Feature.

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1 Comments

Read more... 1 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for reaching out to us. Your submission seems to be a collection of multiple separate suggestions.  

It is possible to add multiple attachments in email today. Please create a new idea for other suggestions.

Regards,

PM, Microsoft.

13

Mail Editor- best in-class required/Outlook like

***9.1- CK Editor VERSION missing features to optimize user experience*** Context reminder: lot of communications done with customers/external partners/internal partners is done via Mail to keep trace of service request for traceability/auditability/compliance…therefore Mail communicati...

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3 Comments

Read more... 3 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We updated and modernized our email editor experience in the April 2020 Wave 1 release. And in our October 2020 Wave 2 release we are completing this transormation with updates to the email template and signature builder experiences.

More information on these email experience can be found at https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-overview

 

Thank you.

10

Server Side Sync, increase synchronisation frequency

Currently, server-side sync synchronises emails between Exchange and Dynamics every 3-5 minutes. In our modern world of push notifications where customers expect immediacy when interacting with systems, this extra long wait time causes dissatisfaction for the end-customer and confusion for th...

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0 Comments

Read more... 0 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. We have released changes over this last year so that if you are connecting to Exchange Online in the same tenant we now use notifications of when a new email arrives in the Exchange Online mailbox to trigger the next sync cycle instead of waiting X minutes between every cycle. 

9

Changing Default Font When Sending An Email Through Dynamics

Currently, the font default is Seqoe UI and point 9 which just doesn't make sense. There is no way of changing this default and if you are sending many emails a day, it becomes quite a nuisance.

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0 Comments

Read more... 0 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator
Ideas Administrator

For more information, see-

1. https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-font-admin#enable-the-rte-control-in-the-email-form

2. https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/rich-text-editor-control

Regards, 

Product Manager, Microsoft  

9

Timeline: Add reply action to command bar of E-Mail activities

Feature: Add a reply/reply all action for E-Mail activities to the command bar of the timeline. Business case: When a user is working in the timeline (for example inside a case) and want to respond to an E-Mail, he always have to open the activitiy from the timeline via the command bar, then wai...

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2 Comments

Read more... 2 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your suggestion.

It is possible now to add email commands in the timeline. Please refer to the documentation - Configure email commands for timeline.

7

Email Template - rich text experience and manage images inline

As part of 2020 release wave 1 plan, a feature was added to Author emails using a complete rich text experience, including the ability to send, receive, and manage images inline. Extend this feature to email templates also.

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0 Comments

Read more... 0 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for your suggestion.

The email template creation experience has been enhanced. Please check these links for more details -

Customize an email template using the enhanced template editor - Power Apps | Microsoft Learn

How to enable the enhanced email template in Power Apps - Power Apps | Microsoft Learn

Regards,

PM, Microsoft

5

Emails - Inserting Templates

The process of inserting templates contains a few additional clicks that are not necessary. Ideally, when clicking on "Insert Template" it should bring up a list of templates immediately without having to have the user verify whether the template is related to the "Recipient" or "Regarding". Esse...

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0 Comments

Read more... 0 Comments

Category: Email (161)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your valuable feedback. This feature is now available for enhanced email template selection.

 

Set "Skip Select Record dialog" setting to Yes to use this feature. With this feature enabled, record selection dialog will be skipped and record selection will be enabled as a tab within the template selection window.

Refer to the documentation for the steps to enable the feature -Customize the enhanced email template selection view

Your help was greatly appreciated.

 

Regards,

Naman Agrawal

Product Manager, Microsoft