10

Setting the Regarding Object for an E-Mail should be the same dropdown in the Mail Inbox as in the E-Mail Detail Form

Setting the Regarding Object for an E-Mail is an important task in the CRM Outlook Client.
In the E-Mail Detail Form you have a dropdown in the ribbon, with the latest used regarding objects to set as a reference for the E-Mail.

In the Mail Inbox you don't have this dropdown behaviou...

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4 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
10

Setting the Regarding Object for an E-Mail should be the same dropdown in the Mail Inbox as in the E-Mail Detail Form

MRU List should be available from Standard Outlook Ribbon in E-Mail List View. Currently you have to open each E-Mail to get the MRU List for Set Regarding. This should be available in List View too. This way you can work much faster.

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4 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
10

Outlook connector for Mac

Why is the outlook connector not available for Outlook/Office for Mac? As you provide already Office for Mac, will support multiple browsers as of Q2/2012, ...There are many users running on Mac.

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1 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
9

Feature of importing the exported Excel file even if something is updated on Dynamics 365 after exporting it from [Excel Export]

When exporting Excel, if something is updated on Dynamics 365 side before importing, [Modified date] on C column is mismatched, so it cannot be imported. It should be imported if Dynamics 365 side is updated. The reason why the customer submitted this request is that the customer plans to set Re...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
9

Ability to sync deletion for created appointment from Dynamics 365 to Outlook client on PC

Outlook client and Dynamics 365 (Online) are synchronized by installing add-on so far, and the appointment are also synchronized when it's deleted as well. When deleting the appointment created on Outlook client from Dynamics 365, however, the appointment is not deleted and remains. It would be u...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
9

SharePoint: pin "All SharePoint documents" or "All document locations" as default view

Since 9.0 the SharePoint integration shows the folder-based structure in CRM. By switching to "All SharePoint documents", this folder structure is removed and you can see all documents in one view. The possibility to pin this view as a default is missing. The same could be accomplished by switchi...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
9

Edit Test Email Message from Server Side Sync

Request for ability to edit verbiage in email sent when Test\Enable mail boxes in Server Side Sync.

Email messages sent from server side sync Test\Enable coming from your self can appear to be spam and cause delivery issues, and concerns as to the type and reason for the message. Being ...

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1 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
9

Formatting folder name when integrate Dynamics CRM Online and SharePoint Online

List Components can be used to integrate Dynamics CRM Online and SharePoint Online.
While doing so, if you create new folder from SharePoint Online, the format for the folder name is {Name} + {GUID} .

For On-premise, you can just have the folder name with the format of {Name} by cha...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
9

An Email from the outlook once tracked in the CRM should show the date on which the email is received in the outlook rather than the date on which the email is tracked.

Issue: The user "Rex Lee" stated that he is having older emails in his outlook and now he is trying to track it from the outlook, therefore it is showing the date in the CRM on which the email is tracked from the outlook for the CRM org: https://pyramidimaging.crm.dynamics.com

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
9

Mail Merge via CRM may create only one activity

SEE - http://blogs.msdn.com/b/emeadcrmsupport/archive/2011/10/27/mail-merge-via-crm-may-create-only-one-activity.aspx

Problem:

When performing a mail merge from CRM, only one CRM record is created if you browsed through the records in the preview

Steps to Repro:

1. ...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined