2

Prevent Auto Create Contact from Email Sender- block specific domains

We should have the ability to whitelist/configure/block certain domains of email addresses that we auto create contacts for with the Auto Create Contact OnPromote from an Email Sender within personal options.


We need to be able to NOT automatically create contacts with @xxxxxx...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
13

A feature that allows you to create and edit email templates that can be created when [email a link] is pressed.

We need a feature that allows us to create and edit email templates that can be created when we press [email a link].

The email that comes up when we click email a link is so spartan that it is useless by default and must be edited.

We need a feature that can be freely customized l...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
1

Quickly transfer attachment from Activity Timeline to Documents on Sharepoint

There should be a way to quickly transfer an activity (usually email) attachement from the Timeline to the Documents library (SharePoint integration). Two ideas:


  1. Via Assistant : Suggested documents. Assistant suggests adding a document in an email to the Document library....

    Read more...

    0 Comments

    Read more... 0 Comments

    Category: Email Management and Outlook Integration (249)

    STATUS DETAILS
    New
7

Sent Items Ending up under Queues in D365 CE

When auto-tracking of email is enabled in CE, it is understood that all email will be tracked in the system. However, this created a problem whenever a user trigger the "Reply" "Reply all" and "Forward" action with a tracked email which is connected to an active queue, once an email is resolve...

Read more...

3 Comments

Read more... 3 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
1

D365 CE Sent Items Should not end up under Queues

When a user triggered the "Reply all" and "Forward" action in an email linked to a queue in D365 CE, the sent items are sent back under the same queue thus creating duplicate record. Now that queue is specifically for Sales which creates orders in the system, so now it creates duplicate record...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
1

Getting an error while navigating to records using lookup while working in Enhanced email form

While trying to navigate to a record (by selecting a record in the lookup field) while working in the Enhanced Email form, an error message is displayed. You cannot navigate to another record from within the Enhanced Email form.


We should have a way to bypass this issue since...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
3

Set Regarding (email) should be set against multiple entities, and more than one record in an entity (e.g., an email could be linked to 2 opportunities and an account)

Hi, many Dynamics users including myself would like to have a possibility to set an email regarding against more than one record of an entity (e.g., an email that is linked to more than one Opportunity or an Account) and to more than one entity at a time (e.g., the same email would go on a Tim...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
16

Customer should have option to choose default browser when using Dynamics 365 for Outlook

With the new update, now we only have Edge as default browser:

https://devblogs.microsoft.com/microsoft365dev/microsoft-edge-webview-for-office-add-ins/

https://docs.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins

We want to have options ...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
22

Need to be able to migrate email attachments from one environment to another

Need an out-of-box way to be able to migrate email attachments (with links to the corresponding email message) from one instance to another.

Read more...

1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New
1

Easily synchronize old email with newly created accounts during a migration

Hello All


It would be nice to have a simple button to sync all previously sent emails to the accounts to retrieve their conversation history.


We recently migrated from Salesforce and we have to either manually synchronize each email (impossible) or create fold...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
New