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...
Ability to automatically register IP address for Dynamics 365 (Online) to other Office Products (like SharePoint)
The customer collaborates Dynamics 365 (Online) and SharePoint Online. For a security measure, the customer's setting rejects IP addresses excepts on-premise. But the rejection includes Dynamics 365 (Online), so collaboration isn't work. This was resolved by registering IP address range for Dynam...
D365 Outlook App and Export to Excel Dynamic Worksheets - Dynamic Pivot
Customers electing to use the new D365 Outlook App (over the older Dynamics CRM Full Outlook Client) should also be able to take advantage of the DCRM Export to Excel options:
- Dynamic Worksheet &
- Dynamic Pivot.
Currently customers must use the Dynamics CRM Ful...
Configuration Wizard: ability to add/remove/switch multiple users within a tenant
Currently, when the admin is added to Configuration wizard, a user is not able to add another user from a same tenant. It gives an error.
Add callto:// protocol handler to available phone number hyperlink actions (besides Lync and Skype)
MS CRM 2013 introduced the new type of Phone Number for single line text fields adding very usefull functionallity for formatting phone numbers and handling phonecall activities.
However the handlers for the Phone Number hyperlink are limited to Lync (lync://) and Skype (skype://) makin...
Provide CRM Add-in for Outlook for Macs
Mac users are unable to leverage the efficiency of PC users in Tracking Emails via Outlook. Safari support was a great leap, but to get full user adoption from Mac users MUST have the Outlook add-in available!
Outlook Client with reduced features/capabilities
With the significant difference between CRM2013 in a browser and the Outlook client, we have found a need to create training and support materials for two 'different' user environments. In many cases our clients have the Outlook client installed so users can track email, contacts, and activiti...
sensitivity settings change how tracked emails are saved in CRM
If a sent or received email has the sensitivity set to anything other than the default (ie personal, private or confidential), when the email is tracked the email bosy is blank and instead there is a .msg file attached containing the full emaill text. We raised this with Microsoft directly (ca...
Administrator
Thanks for the feedback. A change was made within the last year to automatically tag the same email received by others as well.