Ability to save and categorize an email to D365 before it send with Copilot for Sales
I wanted to share a thought I had regarding a potential new feature for Dynamics 365.
I think it would be incredibly beneficial to have a feature that allows us to categorize unsent emails. This could help us keep our email drafts organized and accessible, especially when deal...
Enable links in enhanced email
Currently, hyperlinks viewed in the enhanced email form cannot be opened. This should be enabled!
Separate Categories for tracking Outlook Emails and Outlook Appointments
Would it be possible to enable the tracking by using the Outlook Categories (Tags) separately for Emails and separately for Appointments. Currently this feature is either enabled for both or disabled completely.
One thing we are trying to achieve is to prevent accidental trac...
Only see the workhours in the calendar view in Dynamics 365 CRM
When we use the calendar control in views or dashboard, we immedialty go to midnight and we have every hours. We would like to see (as in Outlook) the workhours as set up in exchange.
Only see the workdays in the calendar view in Dynamics 365 CRM
When we use the calendar control in views of dashboard, we see all 7 days of the week. We would like to see (as in Outlook) only the working days (from monday to friday).
The best would be to have the possibility to choose in the personnal setting (as in Outlook).
Enable functionality to choose Accounts / Opportunities I follow when exporting emails into HPD using Copilot
When exporting emails using copilot into dynamics – the functionality to choose Accounts I follow, or Opportunities I follow is not available. It is available when you export contacts from emails, this is creating inconsistency in the tool functionality.
Task synchronization between CRM and Outlook should supports HTML tags.
In the synchronization of a task from CRM to Outlook, if you have any HTML tags (e.g., using the rich text control for the description field), those tags will not be converted. Instead, they will be displayed raw as plain text. It would be more convenient if Outlook could handle the HTML tags....
Ability to send emails in Dynamics as Exchange Groups and Shared mailboxes
Ability to send emails in Dynamics as Exchange Groups and Shared mailboxes. It is currently only possible to send emails as other lic users in Dynamics. 365 Exchange allows users to send emails as Groups and Shared mailboxes. This ability needs to be implemented in 365 Dynamics.
New Outlook consistently wants to allow/disallow (Dynamics 365 App for Outlook) when we open and close Outlook
New Outlook consistently wants to allow/disallow (Dynamics 365 App for Outlook) when we open and close Outlook. We were advised by MSFT Support that it should only happen once, but we are seeing it every time we open Outlook.
Controlling the reading of emails that appear on the timeline.
Controlling which users can read emails displayed on the timeline will make the use of the timeline more versatile and improve user convenience.