Settings to limit automatic email tracking for the Dynamics for Outlook Add-in
Use case, a CRM user is also a contact in CRM, if the email matches the user's then it will track all emails to that contact in CRM.
Email Address Copied from Outlook to, CC field to Dynamics 365 CRM Email Editor's CC Field Does not resolves
Issue : ============= Customer Copies the Email address from Outlook's To , From and Cc fields And Directly pastes in the Email forms TO and CC field but it does not resolves Email address . For Eg When we copy From Outlook by selecting emails and pressing CTRL +C XYZ
Suffix for Tracking Token
Please add an editable Suffix for the Tracking Token to have Tokens like this: #(ABC:50030005)# Reason is to separate the token more from the subject. There are other ideas to have the token in front of the subject instead of at the end. That should be configurable.
Let Tracking Token work as expected
Tracking Token does not reflect the "Deployment base tracking number". Ticket: TrackingID#2105270050001849
use emails imap / smtp in dynamics 365
customers do not have exchanges (cloud or onpremise) and do not want to migrate to this system, but they use they own system, they are asked to use the imap / smtp protocols in dynamics 365, the mail router that allowed to do this has been deprecated and no longer works, can you implement this po...
Append dynamic content on URL using Email Template
We are trying to append a dynamic content to a URL within an Email Template so that when users click on this from the email, it shows the value of the existing record (could be an account or contact). In our case, we were trying to append the current school name of a customer within a survey lin...
Drop and Drag email functionality
Previous version of CRM we could drag and email from Outlook to the attachment symbol on a note and it would attach the email. Could this be reinstated?
View in Dynamics button in the Outlook App should open Dynamics in the context of a Dynamics App
There exists a button "View in Dynamics" in the Outlook App. Clicking this button opens the current record either in a browser popup or browser window, depending on your settings. In any case, the browser opens the Dynamics system outside the context of any exising Dynamics apps, there is only a ...
Automatically open OWA when clicking on an email link
Some of our users, including myself, use OWA for emails instead of Outlook. We don't even have Outlook on our PCs. But when we click on an email in Dynamics, it tries to open the Outlook desktop program and this forces us to have to close dialog boxes as Dynamics tries to find Outlook. Rather, it...
Disable the detection conflicted schedule function of the Outlook integration
My customer uses shortcut key (ex. CTRL+F2) to track schedules. The shortcut key is assigned to the Categorize "Trucked To Dynamics 365". Normally, this action completes sync schedule with Dynamics 365. However, in the case of a conflicted appointment existing on the same time, sync schedule is r...