16

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...

Read more...

2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
16

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...

Read more...

2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for the feedback. we are not planning any new enhancements to outlook client.

16

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...

Read more...

4 Comments

Read more... 4 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator

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.

15

Selecting multiple emails for tracking

Currently we cannot track multiple emails with the new Dynamics 365 Outlook App!

Read more...

2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
15

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

Read more...

0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
15

CRM Contact picture synchronization with Outlook

Synchronize Contact picture to Outlook Contact.

Read more...

2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
14

"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...

Read more...

3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
14

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator

Duplicate suggestion

14

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
14

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...

Read more...

3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.