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.
Email signature scrape
When creating a new contact in D365 using the app for outlook it should scrape the email signature for contact info. It is much more useful than the business card scanner.
Integrate FindTime tool with Dynamics 365
Can we integrate FindTime tool which is available for outlook now with dynamics 365. so that we can schedule meetings customer directly from CRM.
Tracked Incoming Emails from External Contacts should reflect as tracked or Set Regarding for all user's mailboxes
Consider this scenario 1. External Contact sends an email to User A and User B 2. User A sets regarding to Account A 3. The Email is created in Dynamics with Regarding of Account A 4. User B goes to this Email from their Outlook calendar. They will not see that this record is tracked. They wil...