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...
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...
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!
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 ...
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...
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 ...
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...
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...
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. ...
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.