16

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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Category: Email Management and Outlook Integration (304)

STATUS DETAILS
New
9

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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Category: Email Management and Outlook Integration (304)

STATUS DETAILS
New
1

Keep protection applied to protected emails synced from Outlook

When an email is encrypted using AIP Sensitivity labels and synced to D365 using D365 App for Outlook, email encryption and access rights are not carried forward and any user can access the email content who were not part of email recipient list.

The request is to keep the email encrypti...

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Category: Email Management and Outlook Integration (304)

STATUS DETAILS
New
18

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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Category: Email Management and Outlook Integration (304)

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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Category: Email Management and Outlook Integration (304)

STATUS DETAILS
New
2

Dynamics 365 App for Outlook functionality for exchange online cross-tenant authentication email profiles.

Dynamics 365 App for Outlook is not supported for cross-tenant configurations.


Users with an exchange online cross-tenant authentication email profile can’t set the regarding field within outlook client/OWA for Emails and appointments. Mailbox configuration and publishing of t...

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Category: Email Management and Outlook Integration (304)

STATUS DETAILS
New
4

Dynamics 365 App for Outlook - Phone Call Rich Text support

The current outlook APP does not provide support for Rich Text type description on Phone Calls. Phone Call with Rich Text description that has been synchronized to Outlook contains in description all HTML Tags so that makes Rich Text completly useful in this case.

This deficiency should...

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Category: Email Management and Outlook Integration (304)

STATUS DETAILS
New
13

Change Label Position in Dynamics App for Outlook

By using the App for Outlook it will be easier to read the custom fields if it is possible to change the field label position from 'left' to 'top'.

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Category: Email Management and Outlook Integration (304)

STATUS DETAILS
New
2

Possibility of viewing email template

When wanting to use an email template in D365 Sales, it would be nice to be able to see the content of the email, when the template has been selected and even make changes/alterations to the email. Currently, when selecting an email template when writing an email, you cannot see either the sub...

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Category: Email Management and Outlook Integration (304)

STATUS DETAILS
New
1

Power Automate Triggers and actions to be able to handle Emails Organization wide (Right now it is only for the Email in the connection reference)

Tracking Tokens and Smart Match is set up in Email configuration. While "Reply all" function replies in the same thread as it should, my PowerAutomate flow doesn't reply in the same thread. Eventhough I'm passing the Tracking token, same Subject, To and From in the flow. 

As an alternati...

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Category: Email Management and Outlook Integration (304)

STATUS DETAILS
New