Outlook Plugin Creates Duplicate Activities (Contacts, Appointments, etc.)
In my experience, this problem exists in all version of CRM (4.9, 2011 and 2013).
When contacts are synchronized from Microsoft Dynamics CRM to Outlook, the Outlook plugin creates matching contact records in the user's Outlook account. Problems occur if a user re-installs Outlook, o...
Globally set Outlook/CRM add-in Personal Options
The "Set Personal Options" for the Outlook/CRM add-in does not have any means to be set globally.
This lack of functionallity requires us to have 50 individual users of varying technical capabilities located all over the world attempt to do it themselves based upon our written/verb...
Thanks for the feedback. we are not planning any new enhancements to outlook client.
From Outlook - Convert Email to Case
If I track an email and then click on the Convert To Case button in the Outlook 2010 ribbon it will create the case but the original email is not linked to the newly created case.
If I select the email and click View In CRM and then choose the Convert To Case button, it will create...
we are not planning any new enhancements. The behavior in CRM app for outlook is different. Are you able to do the actions now correctly in the app.
Selecting multiple emails for tracking
Currently we cannot track multiple emails with the new Dynamics 365 Outlook App!
Users would like to trace Excel Export Log
One of my customers would like to track down when, by who and which data has been generated from the history log.
We currently have the similar function but it is not convenient.
Product Version : 2016
CRM Contact picture synchronization with Outlook
Synchronize Contact picture to Outlook Contact.
"The e-mail below might contain script or content that is potentially harmful and has been blocked" is displayed
When users see e-mail that sent from Microsoft Dynamics CRM 2013 for Outlook, "The e-mail below might contain script or content that is potentially harmful and has been blocked" is always displayed on Dynamics CRM Online. It is such a sever impact on the customer's business. It would be much bett...
CRM 2015 0.2 | End users wants to add a OK button when they see 'Wrapping Up� popup upon tracking email in Outlook.
End users of company- 'Giro' wants to add a 'OK' button when they see 'Wrapping Up’ popup upon tracking email in Outlook.
Duplicate suggestion
Emails with rich text formatting saved in CRM that have an attachment at the first line get saved as attachments
Every email that is saved in CRM that has rich text formatting and has an attachment on the first line will get saved as attachments in CRM and not displayed as normal email activity.
It is happening on every version of CRM.
Ability to configure subgrid of related SharePoint documents
With Server Based integration between Dynamics CRM 2013 and SharePoint Online, I expected I would have the ability to add a sub grid to an entity that would display all documents associated to the record. The "Documents" entity is not available however in sub grid configuration and users stil...
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