22

Function for customizing the various way of settable sync

Synchronization with Outlook is only available within the settable sync now as the MSDN saids. Title : What fields can be synchronized with Outlook? URL : https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/what-fields-synchronized-outlook If this function could be...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
12

Send on behalf of feature to be available when sending emails from CRM.

It would be great when setting up the settings on behalf of and send on behalf of from CRM, when user 1 sends and email on behalf on user2 in CRM. User once chooses user 2 in from field. When they send the email there is no indication that use one sent on behalf on user 2. The email sends strai...

Read more...

2 Comments

Read more... 2 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
15

Create Appointment as Teams Meeting.

With recent Teams integrations being made available within Dynamics 365, the obvious missing piece of the puzzle is the ability to create an appointment as a Teams meeting. Especially now the majority of the workforce are finding themselves working remotely, Teams meetings are becoming the new n...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Completed
4

Extend email experience to Email Templates and Email Signatures

Hi Team, As the email experience has been enhanced in recent updates, it would be great of the same experience can be extended to Email Templates and Email Signature. It will help to improve the overall email experience such that customers will be able to use Email Templates and Signatures with...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
2

display more than 25 Dynamics contacts in Outlook

Users should be able to display more than 25 contacts in their local Outlook application. It should be possible to have the option to track/send emails to more than 25 contacts at once. current option from the drop-down menu is 25. To navigate to the contact list you need to open Outlook > have...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
3

Allow other users in an organization to be able to check if an email is tracked.

After the sender tracks an email within an organization we would like a recipient within that same organization to be able to see if the email is tracked. Currently only the sender of the original email can see if that email is tracked.

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
2

Detect with Power Automate an Untrack activity

We do not provide deletion permissions to our users for the activities. And Dynamics Security role only provides the permission at activity level, not at individual activity type. What happens is when they untrack an email or an appointment, the untrack action happens but the deletion of the ac...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
3

Ability to Track the first/originating email sent to Leads, Contacts and Accounts from Outlook (Not only replies)

Currently, if you have server-side sync configured and you have selected, in the personal options to track "Emails from Leads, Contacts and Accounts" and you send a new email message to an existing CRM Contact, you will not see an Activity created in CRM. The Activity and Tracking of that email s...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
15

Feature parity when connecting Outlook integration to a (none dynamics) model-driven app

Recently I connected Dynamics/CDS App for Outlook form Appsource to a model-driven power app to track e-mails against the account and contact base. The integration worked but with a few differences compared to running it against a dynamics 365 sales instance. 1. Activity roll-up to parent accou...

Read more...

2 Comments

Read more... 2 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
38

Setting default font to be supported for e-mail editor

Now e-mail editor does not have option to select and set default font for editor. Editor has its own default font set - Segoe UI. After going to Activities->E-mail->Insert Template and inserting template with text format "Calibri", if you click on the text it is showing Segue UI ,which is not the...

Read more...

3 Comments

Read more... 3 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes