65

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 ...

Read more...

11 Comments

Read more... 11 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
62

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...

Read more...

11 Comments

Read more... 11 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
Ideas 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. 

59

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

Sincerely, 

Naitik Shah

PM, Microsoft. 

47

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...

Read more...

7 Comments

Read more... 7 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Sincerely,

PM,

Microsoft.

38

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...

Read more...

3 Comments

Read more... 3 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
15

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
15

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 ...

Read more...

2 Comments

Read more... 2 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
14

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes
6

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Under Review
4

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes