7

Do not automatically track an email when creating a new contact from the email itself

In Outlook, when I am reading an email, if the Dynamics 365 for Outlook does not recognize a contact, I can create that contact with the + sign. If I create the contact using that + sing, the email its automatically tracked against that contact. This is very disturbing and frustrating. Creating ...

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Category: Email Management and Outlook Integration (251)

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1

Allow email template to replace the body rather than append to.

When inserting a template to an email activity, the body of the template is appended to the current body. That is fine if templates are fragments to be pulled in to compose a larger email. But we are required to replace the body completely so that each template is not combined with other templa...

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Category: Email Management and Outlook Integration (251)

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Needs Votes
0

Get the "Sent" date value of synchronized Emails in Dynamics 365.

Issue Description : To sort email items in Dynamics 365 by the "Sent" date, I hope available getting "Sent" date value of the Outlook email items in Dynamics 365.

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Category: Email Management and Outlook Integration (251)

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Needs Votes
3

OOTB Send mails to email 1, email2 or email3

Hello When I Send a mail from Dynamics, using Dynamics email activity, it is not possible to choose the email 1, email 2 or email 3 of the recipient. An interesting evolution would be to let this choice to the users, 2 ways are possible: 1. Simple way for Dynamics Product development team : on t...

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Category: Email Management and Outlook Integration (251)

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Needs Votes
27

Immediate tracking of appointments with Dynamics 365 App for Outlook

I would like to track appointment records immediately, not asynchronously, on Outlook Client. Because it takes about 15 minutes to track them now.

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1 Comments

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Category: Email Management and Outlook Integration (251)

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Needs Votes
5

Duplicate identification

It is possible to create records in the App for outlook, but the duplicate rules are not triggered on save. We would like duplicate rules to be triggered ! :) Pierre-Olivier

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1 Comments

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Category: Email Management and Outlook Integration (251)

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Needs Votes
4

Track emails on a contact who has multiple email addresses

Hello, A contact can have several email adresses. We can use the system email address fields, or custom. We would like the email sender to be recognized not only when the "business email" is recognized but also if the email is in the other email fields of the contact. Thank you ! P-O

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1 Comments

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Category: Email Management and Outlook Integration (251)

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Needs Votes
5

Open the addin from a shared Mailbox

Hello team, We need to open the add-in from a shared mailbox, this in order to view the email sender if he is existing in CRM. Thank you Pierre-Olivier

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1 Comments

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Category: Email Management and Outlook Integration (251)

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Needs Votes
1

Establish a "Set Regarding" Default

When using the Set Regarding for emails, we more often than not find ourselves wanting to drill down to Opportunities, then Change View and then select My Open Opportunities. Each user does this dozens and dozens of times a day. It would save a tremendous amount of clicks if we had an option to s...

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Category: Email Management and Outlook Integration (251)

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Needs Votes
0

Email sent to Contact Owner or Account Owner

Would like a process to send an email to the contact or account owner when an email has been sent to a contact using outlook client with the regarding set to the contact in the App. I currently have a process setup to do this but when I set the regarding in the app and send the email the process...

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes