Track Voicemails to Dynamics 365 Sales
Would be great if we could track voicemails we receive through teams to our Dynamics 365 Sales/CE/CRM
Room Finder should be available when booking an appointment in Dynamics 365
In our organisation we intensively make use of the appointment functionality in Dynamics 365 (Sales). It is nice to see a very seamless integration with the Outlook Calendar app all the users on the appointments created.
But it is very annoying (and somewhat unbelievable) to ...
Pin App for Outlook for Appointments
Our users track a lot of their appointments to D365.At the moment this is really time consuming because they have to open D365 Outlook App each zime they would like to track a new appointment. It would be very helpful to be able to pin the app for appointments. For Emails this is already possi...
Automatic synchronization from Outlook to Dynamics 365 for Appointments
It would be very useful to introduce an option to enable automatic synchronization for appointments from Outlook to Dynamics 365, avoiding to manually track each appointment
Task rich text Description to be properly synchronized to Outlook
We have enabled rich text editor for the Description field at the Task entity. When respective Task is synchronized to user's Outlook, the formatting is lost and HTML tags are shown instead. We were told by a support team that proper synchronization is available for Appointment entity at the m...
Set regarding on multiple emails from Outlook at one time
It would be very helpful to have a way to Set Regarding on multiple emails at one time. Too many times there is a large email chain and having to go back to each individual email and Set Regarding is hugely time-consuming. Being able to highlight multiple emails and Ste Regarding at one time w...
Email templates apply - Hide the popup "Apply Template: OK / Cancel"
After the email template is selected, the user presses the "Apply Template" button. After that the popup "Apply Template" appears which must be answered with OK or Cancel.
The popup is unnecessary, because the user has already chosen the template. In addition, it is possible ...
Email templates apply - Search considers email template content
Users often remember keywords from email template content. Therefore, it would be advantageous if the search would also include the email template content.
Email templates - Expand the number of "Recently used" displayed
The number of "recently used templates" displayed is too limited.
It would be better to display more recently used templates.
Add placeholder management in Template link URLs
It would be very nice to have the possibility to generate dynamics URLs inside email templates (entity template). Inside the URL, it should be possible to insert placeholders that, on email sending, are replaced with the contact details, such as the email address, the phone nu...