72

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 ...

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11 Comments

Read more... 11 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
20

Assigning sender of the Email as owner while server side sync is On

  • It is illogical to randomly select any receipent from the list and assigning as owner in CRM.
  • The algorithm it uses needs to be upgraded which will help keeping track of the correct ownership of Email record.

It is my beleive it will help a lot of users to have the cor...

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
19

Sales Copilot Outlook App to include option to stop automatic tracking/saving of sent email

We have enabled to the Automatic Tracking of Sent Items according to this document:

https://learn.microsoft.com/en-gb/power-platform/admin/track-sent-folder-items


However there are occasions when a user does not want the email they are composing to be tracked.


...

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
18

Allow specific contacts to be excluded from Automatic Email tracking rules

We have internal staff included as Contacts within our CRM as well as Users - this was needed so that internal staff can also be sent copies of Email Marketing emails sent through D365 Customer Insights - Journeys.


As our users mostly have their Personal Email settings set to ...

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
13

Hide the "Save without connecting" button in Copilot for Sales

It would be great to have the ability to hide the "save without connecting" button in Copilot for Sales.

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
6

Issue showing HTML tags when exporting to Excel

HTML tags are displayed when syncing appointments from Outlook to D365.

Therefore, the policy may be to enable RTE on the main form and change the column formatting to rich text.

However, when exporting an appointment record to Excel, HTML tags are included in the exported Excel De...

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
3

Prevent Auto Create Contact from Email Sender- block specific domains

We should have the ability to whitelist/configure/block certain domains of email addresses that we auto create contacts for with the Auto Create Contact OnPromote from an Email Sender within personal options.


We need to be able to NOT automatically create contacts with @xxxxxx...

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2 Comments

Read more... 2 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New