New Outlook consistently wants to allow/disallow (Dynamics 365 App for Outlook) when we open and close Outlook
New Outlook consistently wants to allow/disallow (Dynamics 365 App for Outlook) when we open and close Outlook. We were advised by MSFT Support that it should only happen once, but we are seeing it every time we open Outlook.
Controlling the reading of emails that appear on the timeline.
Controlling which users can read emails displayed on the timeline will make the use of the timeline more versatile and improve user convenience.
Allow Adding Opportunities Close To Dynamic text in email template
I have discovered that it is not possible to input the Opportunity close to email in order to deploy it as an email summary for opportunities close to email. This functionality is crucial as it allows for the summarization of the opportunity description, particularly focusing on the closing re...
Abiilty to insert Signatures into Campaign Activity emails
Include the ability to insert signatures in addition to inserting templates, into the campaign activity email compose page, whereby a single template can be used with multiple templates, reducing the number of redundant templates with the different signatures.
Ability to re-send emails to contacts from contact record
It would be great if an email sent to a customer could easily be re-sent to them from inside the sales app.
Users need to download the emails which in completed status reason
Users can download emails that are marked as completed successfully without encountering any error messages.
Direct Inbound Email Integration
Hi,
I’ve noticed that in Business Central, there’s no option to directly add inbound emails to the system. It would be great if recipients could choose where to store these emails, making them accessible to colleagues.
Could this feature be added in a future update?
Thanks!
E-Mail Tracking with more than 1 Entity
For Dynamics 365 we need a possibility to track our email to more then 1 entity.
We implemented some kind of 360° view on our customers where we can also so related contracts and claims to our customers in CRM. And it can be that one email is related to more then one contract or claim (s...
Stop email being sent from Dynamics 365 via outlook when an update is made to an appointment
Users do not always want an appointment update to be sent out via outlook when they update an appointment in the CRM. Request the ability to control whether an e-mail is sent or not sent to the email addresses in the "Required" and "Optional" fields when creating or updating an Appointment ...
Dynamics 365 App for Outlook DeliverPromote action when tracking an e-mail should consider the "from" field, when choosing an owner.
The current behavior is as follows -> When server-side sync or App for Outlook synchronizes an email message to Dynamics 365, the system determines the email owner based on the following factors. The system evaluates the To, Cc, and Bcc recipi...