2

Outlook for Android--unable to set regarding unless username and primary email address match

In Outlook for Android, you will see the error message "Track and Set Regarding are currently disabled..." if your username does not match your primary email address. However, changing everyone’s primary email to match their usernames is not an acceptable workaround. When can I expect to get th...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
1

Sync Outlook 'date sent' with Dynamics 'Date sent' through outlook webapp

Sync Outlook 'date sent' with Dynamics 'Date sent' through outlook webapp If the email that is set regarding copies the subject line, the content of the email etc etc, why on earth doesn't it also populate the 'Date Sent' field on CRM? This would ensure that all emails can appear in the activit...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
7

Allow Set regarding in Bulk from Dynamics 365 App for Outlook

The now deprecated outlook add in used to allow users to select multiple emails and make them all tracked and 'set regarding' a record in Dynamics. This is not possible used the Dynamics 365 App for Outlook - the user must do this action one by one which is much less efficient!

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
10

Mobile Outlook APP - support of tracking Appointments to CRM using Dynamics 365 APP for Outlook

Hello, we are a fan of the new mobile Outlook APP and introduced this application as the standard mail app on our iOS devices. Since our Sales Reps are using Outlook as their main tool to scheduling the customer visits and synchronize them afterwards also to Dynamics CRM, there is a strong need ...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
0

Email Templates

Email templates went from 2 to 6+ clicks in the new outlook client. Also, you had the ability to easily see passed used email templates in the old client. The email template functionality is basically useless when using the client in the current state. It is much faster to copy/paste, or save tem...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
2

It should be possible to customize the button icon and text for the D365 App in Outlook

Quite often, companies have a custom name for their CRM System. It would be much more intuitive for the users that the button to find the Dynamics 365 App in Outlook with the Name of the System they are used to work with. At least it should be possible to Change the text, even better would be to ...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
15

Need ability to track multiple emails at once using Dynamics 365 App for Outlook

Our team is very concerned that the current Dynamics 365 add-in is being depreciated in Oct 2020 when the ability to track multiple emails at once has not yet been added to the replacement Dynamics 365 App for Outlook. We communicate with our clients primarily via email with a long sales proces...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
9

About creating appointments in Outlook client

Currently, empty appointments are automatically generated when you click the Dynamics 365 tab on the appointment creation screen in the Outlook client. This should be generated when saving an Outlook appointment, as it will create appointments that the user does not intend. The expected impact is...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
1

Replies on the same email thread (with same subject) after it is un-tracked, still getting tracked into CRM

Replies on the same email thread (with same subject) after it is un-tracked, still getting tracked into CRM. here is the scenario: 1. There is an email that is tracked using Dynamics 365 App for Outlook which is Sent to a customer. This creates the email activity in Dynamics 365 as expected. 2. ...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes
1

Move D365 App for Outlook off IE for the Outlook client

The D365 App for Outlook still leverages IE off of the Outlook Client, we'd like to see that moved to the default browser of the user.

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes