Option for Email Icon/Shortcut to Open Dynamics Email Experience and not Outlook
Hello!
Wanted to submit a suggestion, where an admin could select what the Email Icon on the logo opens. Currently, it opens a 'New Email' box with the email of that field to send an email out to. While I understand that has a million advantages and is OOTB behavior and inten...
Surface CC Parties on Email Table
Currently, only the To recipients of an email are surfaced on an email record. While CC recipients are available in the Activity Party table, it's inconvenient and inefficient to have to query that separate table when the Torecipients functionality already exists and could just be copied over ...
Tagging of emails which are manually tracked into Dynamics CRM
While using the Dynamics 365 Addon on for Outlook manually tracked emails are not always tagged as such for the one who tracked the email. Additionally if more users in the company received this email, it is not reliable displayed that this email was already manually tracked from one of the us...
Disable Copilot banner in Outlook at user level
At current, only way to disable Copilot notification banners are at tenant level. Give the ability to users to permanently disable these on a device/user level.
Manually tracked outgoing emails are not marked as tracked on other users outlook
There are several scenarios where a company uses CRM as the main e-mail repository and needs to track manually incoming and/or outgoing emails from Outlook to CRM so as to organize under certain entities and specific records and archive them.
In such scenarios, it is very important that ...
Increase the email tracking to exchange folders limit
The limit for tracking by moving emails to a tracked Exchange folder is 25 folders. This feature is extremely valuable to my role and my colleagues for managing accounts - but we are restricted to the 25 count limit. I would love to request this limit be increased to 50.
Customize test and enable email message sent from SSS
It would be very beneficial to customize the test and enable email message.
As that way it can be determined to which organization the mailbox is connected.
Also, it would be a fantastic idea to have the ability to add the relevant company's logo in that test ...
Capturing Single instance of recurring appointment from Outlook to CRM
Capturing Single instance of recurring appointment from Outlook to CRM.
As of now dynamics 365 is supporting to capture entire series of recurring appointment but we need to capture single instance of recurring appointment.
Enable filtering of TO and FROM fields on Email subgrid
Enabling filtering and sorting of email records by sender or recipient on the Email subgrid will make it more efficient for organisations dealing with volumes of emails on a daily basis. Email correspondence will pile up throughout the days and months making it difficult to sift through all th...
Missing attachements when track emails with Copilot for Sales
When we use the Copilot for Sales to track emails to CRM, the attachements are not available in CRM.
We still have to use the Dynamics 365 app for emails with attachements and users have to switch back and forth between the apps.