Prevent Server-Side Sync from sending appointment email notifications to external recipients
Prevent Server-Side Sync from sending appointment email notifications to external recipients
When an appointment is created in CRM and an internal user an external contact is added in the required field, we see the external contact receiving an email ...
Track Tasks created in Outlook to Dynamics 365 using Dynamics 365 App for Outlook
Issue Description: User is unable to track or set regard a task activity created in desktop Outlook using Dynamics 365 App for Outlook
Description:
1. User creates a task activity in desktop Outlook, however he is unable to track or set regard it in Dynamics 365 Online instance u...
Customize Entities in Set Regarding Lookup for App for Outlook
Currently, the only way to prevent entities from appearing in the App for Outlook Set Regarding lookup is to remove them from the Entity Definition of the app itself. This prevents use of that entity in other areas such as the Sitemap. We should have separate configuration of the Regarding lookup...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Naitik Shah
PM, Microsoft.
App for Outlook / for Queue / Shared Mailboxes
Working on centralized emailaddresse like "support". The web client has certain gaps against the MS Office outlook client. e.g.:
- Colours
- Set Reminders
- spell check
- Signatures with pictures...
Most clients use before the start with CR...
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
PM,
Microsoft.
Setting default font to be supported for e-mail editor
Now e-mail editor does not have option to select and set default font for editor. Editor has its own default font set - Segoe UI. After going to Activities->E-mail->Insert Template and inserting template with text format "Calibri", if you click on the text it is showing Segue UI ,which is not the...
Need ability to track multiple emails at once using Dynamics 365 App for Outlook
Our team is very concerned that the current Dynamics 365 add-in is being depreciated in Oct 2020 when the ability to track multiple emails at once has not yet been added to the replacement Dynamics 365 App for Outlook. We communicate with our clients primarily via email with a long sales proces...
Unable to track multiple emails together using Dynamics 365 App for outlook
When using Dynamics 365 client for outlook we have the option to select multiple emails at once and track them all at once. But we do have have this option when using Dynamics 365 lightweight app.
It would be good if we can select multiple emails and track emails at once using Dynamics ...
Feature to let participants choose whether to reflect in Outlook appointments when creating appointments
Currently, when you create an appointment in Dynamics 365 (Online), it is automatically reflected in the Outlook appointment of the registered participant. However, in some cases, it doesn't always need to be reflected in the participant's Outlook appointment. Therefore, it would be great if part...
Email Description after exporting to excel shows in HTML format
After exporting email records to excel the description column contact data in HTML format instead of normal text format.
Track email from a Shared Mailbox using CRM for Outlook
Can you add the ability to track email from a Shared Mailbox using CRM for Outlook. Currently Only items in the default Microsoft Outlook mailbox can be promoted/tracked to Microsoft Dynamics CRM User have to move the email form shared mailbox to his mailbox to be able to track.
Administrator
Thank you for your feedback. The feature to track tasks is available by using the 'Outlook category' feature. Please refer to the following link for more information: Use Outlook category for tracking.
Sincerely,
Naitik Shah
PM, Microsoft.