Dynamics 365 App for Outlook - Phone Call Rich Text support
The current outlook APP does not provide support for Rich Text type description on Phone Calls. Phone Call with Rich Text description that has been synchronized to Outlook contains in description all HTML Tags so that makes Rich Text completly useful in this case.
This deficiency should...
Change Label Position in Dynamics App for Outlook
By using the App for Outlook it will be easier to read the custom fields if it is possible to change the field label position from 'left' to 'top'.
Possibility of viewing email template
When wanting to use an email template in D365 Sales, it would be nice to be able to see the content of the email, when the template has been selected and even make changes/alterations to the email. Currently, when selecting an email template when writing an email, you cannot see either the sub...
Power Automate Triggers and actions to be able to handle Emails Organization wide (Right now it is only for the Email in the connection reference)
Tracking Tokens and Smart Match is set up in Email configuration. While "Reply all" function replies in the same thread as it should, my PowerAutomate flow doesn't reply in the same thread. Eventhough I'm passing the Tracking token, same Subject, To and From in the flow.
As an alternati...
Default email recipient, regarding to, and template for entity
Posibility to create a default recipient entity (being contact, or account), regarding to (lead, opportunity, ...) and template asociated with an email template for an entity. This way when you want to send a quote (for example) by default a registry type (contact or account asociated to the o...
Favorite email templates
Posibility to mark a entity email template as favorite, and that this email template apears on a defalt view, instead of having to apply filters and navigate to find the correct one.
Appointment synchronization from Outlook App
When we create an appointment in Dynamics and track it to be created in Dynamics 365, and the Teams Online Meeting feature is enabled, recipients of the email get two consecutive and equal invites.
The work around we found is to track the appointment using the category field i...
Enable email validation
The feature "Enable email validation" is in preview since Wave 2 in 2022.
https://learn.microsoft.com/en-us/dynamics365/sales/enable-email-validation
Is it possible to finish the implementation of this feature, so we can use it in Prod.
App for Outlook to be supported and work in Cross-Tenant configuration
Hello Team,
We have some cases where our clients would like to use the App for Outlook in Cross-Tenant configuration.
At the moment this is not supported and it is stated in the documents.
We would like to understand if such idea will be cons...
Outlook Sales Pilot to offer opening the tracked email in CRM
After I have the confirmation that the email has been successfully tracked, I would love to open this CRM-Email record. Maybe where i get the confirmation? the ... offer me to change the related record or to delete it from crm but not to open it in CRM :-).
in the section of ...