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Duplicate contact in Outlook when using D365 App for Outlook to create that contact in D365

Hi Dynamics 365 Community,


Recently, we have had a problem that duplicate contact is created in Outlook when users use App for Outlook to add that contact in Dynamics 365. I'm informed that this is a gap at the moment that MS can't address but just wanted to bring it up here f...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
1

manage Dynamics 365 sales File storage improvement

Hi there


We love Dynamics 365 and we keep loads of information on the database, and sometimes spam too, we reach our storage capacity, and to be able to manage that, we would like to suggest a Windows file explorer type of functionality to be able to see on what arquives /emai...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
1

Outlook Application Copilot for Sales for Cross-Tenant Users doesn't work

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

Since the feature is offered in all Outlook, it would be convenient to be able to choose the tenant and the environment.

This option would give more flexibility for large companies to organize the worksp...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
1

Marketing lists - criteria to change dynamically when saved view is updated

We can create a Marketing List with criteria from a saved view. However, if the criteria of that view changes, nothing happens to the criteria of the Marketing List. We have a workaround, which is to reselect the saved view, but we would prefer it if the marketing list criteria updated autom...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
1

Edit/Change Default Columns for Email Type and Viewable By OR respect settings from start from existing templ

When creating a new template, we'd like to control 2 default fields/columns. Column: Email type is always "user" and Viewable by (permission level - ispersonal column) is always Individual - we'd like to have the new default columns to be ex. "contact" and "organization" is our preference. As...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
10

Copilot for Sales e-mail tracking can be ended again for a conversation

In the old Outlook AddIn “Dynamics 365”, the tracking of emails for a conversation could be switched off again. This meant that further replies within this conversation were no longer tracked automatically. 

This function is no longer available in the new “Copilot for Sales” AddIn. Once ...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
1

Add A Flag To Dataverse Email Table

There should be a flag on the Email table that indicates how the email got into CRM. Currently, Sales has 3 methods to push an email into CRM, 1) adding the "Tracked to Dynamics 365" category to their inbox email, 2) Dynamics 365 App for Outlook, and 3) Copilot for Sales.


it ...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
1

Tagging emails in outlook to CRM

Being able to tag to more than one organisation or stakeholder or to both from within outlook

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
1

Email tracking for Closed Opportunity

Please enable tracking of emails directly from Outlook via Copilot for sales to Closed Opportunities in Dynamics 365. This will help to keep the information on customer relationship progress complete even after winning the respective business deal. Thank you

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New
1

Disable the "Tracked in Dynamics 365" category for specifics mailboxes/queue

Hello,

As users of a specific queue are working in Outlook using categories, the fact that all tracked email automatically get the "Tracked in D365" catagory bother them.

It could be useful to have a way to configure specific mailboxes to track emails without having the category ...

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Category: Email Management and Outlook Integration (347)

STATUS DETAILS
New