41

Drag and Drop

Drag and Drop contacts between To and CC. Want functionality similar to Outlook/OWA.


Today in D365 you have to look up each contact to add. You can take someone already in the TO and just drag them into CC or vice versa.

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1 Comments

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Category: Email (161)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

This item is currently under review by our product management team. Please continue to add comments and discuss use cases on this thread to help us understand your needs!

 

Regards,  

Naman Agrawal

Product Manager, Microsoft  

40

Preview of Attachment Content without downloading

• We have System and Custom Entities, Users will attach documents to these records. • We would like to see the content of the attachment as preview without downloading those documents. • We would like to see record related email attachments in one place.

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3 Comments

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Category: Email (161)

STATUS DETAILS
Planned
Ideas Administrator

Hello

We have come up with solution on previewing the attachment (JPEG, JPG, PDF) formats wihtout downlaoding. you will see them in the public documentation very soon.

Regards, 

Manasa

Product Manager, Microsoft

23

Email Recall capability in D365 Customer Service

Requested by Customer:

As part of customer complaint investigation, customer care agent is communicating with Internal Department/External parties through MSD case emails and need to recall sent email on below scenarios.


  1. Case handler sent an email to different inter...

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    0 Comments

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    Category: Email (161)

    STATUS DETAILS
    New
22

Possibility to collaps email conversation threads in timeline

In order to get a better overview in the Timeline control, it would be helpful to be able to configure the Timeline to collapse email conversation threads similar to how it is done in Outlook.

I.e. default show the latest email in the conversation, with the possibility to expand instead ...

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4 Comments

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Category: Email (161)

STATUS DETAILS
New
15

Default E-Mail Template

Problem:

We are using email-templates and knowledge article. The user have to insert the email-template and then insert one or more knowledge article. These are a lot of unnecessary clicks.


Idea:

Can you please check if it is possible to implement the feature of ...

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1 Comments

Read more... 1 Comments

Category: Email (161)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Angela,

Thank you for your feedback and idea and is valid. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

Regards, 

Manasa Kaushik

Product Manager, Microsoft

12

Implement Mention Feature in Dynamics CRM same as outlook

Hi, I'm not sure if this has already been posted or if it was available at some point but it would be extremely helpful to have the mention feature in Dynamics CRM to get someones attention:


"Use @mentions to get someone's attention"


This is a feature that cur...

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3 Comments

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Category: Email (161)

STATUS DETAILS
Under Review
Ideas Administrator
Hello Matthias Attard

Thank you for the feedback. I shall take this under review and check the feasibility to come back to you with updates.

Regards
Manasa
Product Manager, Microsoft
 
10

Dataverse Search - support "to" - and "from" fields of Emails

Currently, when searching for Emails by using the dataverse search, in the result list, the "to" and "from" fields are empty - whereas those are obviously populated on the Email records.

The reason is, that To and From fields are of type PartyList. Attribute Type PartyList is not sup...

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0 Comments

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Category: Email (161)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

 

Regards,  

Naman Agrawal

Product Manager, Microsoft  

5

Enable auditing on email template

At the moment it is possible to access the audit history on the entity Email Template from the audit summary view and then by filtering for the entity, which is not very practical. It would be good if we could get Audit History in the related of the entity Email Template

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0 Comments

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Category: Email (161)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

 

Regards, 

Product Manager, Microsoft

2

Add a onClose event handler for Microsoft.Apm session tabs

When sending an Email withing a tab inside a session, I need an event to register my custom functionality on. Based on some checks, it should close the whole session as well.


The problem is, I can't register this code on the OnSave. OnSave is called when the user presses send,...

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0 Comments

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Category: Email (161)

STATUS DETAILS
New