Email Template Filtering
Introduce email template filtering in Dynamics 365 that will only show the relevant templates to the end customers based on certain criteria.
MailApp function: Disable the recent records for set regarding field on App for Outlook
Please add the function so that users can disable the recent records for set regarding field on App for Outlook. We can disable most recently used items for lookup field in entity forms, but we cannot do this for set regarding field on App for Outlook. Therefore, users can track the mail items w...
To be able to track mailboxes other than the sender if the sender's address is included in the receiving address
If the sender is included in the destination address, such as if the sender is included in the recipient's mailing list or BCC, the following tracking will not be performed. ・ Incoming receipts in the destination mailbox are not tracked ・ On the contrary, the sender's mailbox is tracked even thou...
MailApp function: change the default width of task pane
Please add the function so that users can change the default width of task pane in Dynamics 365 App for Outlook. Mail app has no function to change the default size of task pane now, so users have to change its size by their hands every time. This function will improve Mail App's usability.
Allow users to associate a different email account to a D365 user account with the Dynamics 365 App for Outlook (currently available with the Dynamics 365 for Outlook add-in)
Currently within the Dynamics 365 for Outlook add-in, the configuration wizard allows users to take advantage of functionality to associate a different email account with their Dynamics 365 user account (not just the email that is associated by default by Office 365). This functionality is miss...
Outlook plugin customize
Hi, I work with MSFT sales and am a frequent user of the Dynamics 365 plugin. This works ok although a more clear guide of all the capabilities would be helpful. What would be great is to customize the default settings. I know always have to click just my own and engagements <- likely Microsoft t...
Put shortcut in on Outlook webapp for "Set Regarding" to Lead, versus only Contact
Right now our Business requirement for Sales is that they have to track the email or appointment to the LEAD record, if the person isn't an opportunity yet. So when a user goes to push an email or appointment into Dynamics, they have to click on that outlook webapp, and then search for the Lead'...
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...
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...
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...