Ability to permanently delete categories from Outlook side
Currently, Outlook cannot be set to delete Tracked to Dynamics 365 categories.
If there is a feature to delete categories in Outlook, I think it will be useful from the viewpoint of improving convenience.
So I hope they implement a feature to permanently remove categories from the ...
adjusting email tracking - choice option for the user
Our company recently switched from another CRM system to Dynamics 365 Sales and we have been surprised about the limitations in email tracking in Dynamics.
Automatic mail tracking for all contacts (To, CC, BCC, From) is not useful for our kind of work (culture/heritage sector). We were u...
Tracking a single email to multiple records
We would need the possiblity to track a single email to multiple records. At the moment it is only possible to track an email to a single record.
Track emails from shared mailboxes using Dynamics 365 APP for outlook
Shared mailboxes cannot be tracked using Dynamics 365 App for Outlook.
You can track emails sent to mailboxes for which the user has delegate permissions, but not from shared mailboxes.
Therefore, having this feature will increase convenience for many users.
Allow emails to be sent to the 'Email 2' field from contact timeline
Currently, emails can only be sent to the 'Email 1' field from the contact record's timeline. We need the ability to choose to send an email to an alternate or personal email for a prospect, and currently this cannot be done.
This give a lot of flexibility to the end users.
Modernize Email Template Search, Sort, Save As
It is very time consuming to find the right email template. The search is slow, clunky and too exact.
Please modernize the search of email templates and management of email templates like a "save as" feature.
PROBLEM: My font settings are not saving anywhere that I set them.
None of my Font settings are saving. I keep having to reset them.
Need support about images navigation and simple image processing in one window
Current design:
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When we preview the images of email attachment, we need to preview it one by one now by closing the previous window, then open another window. this experience is not very good.
Ideas:
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A more reasoble experience shou...
Issue showing HTML tags when exporting to Excel
HTML tags are displayed when syncing appointments from Outlook to D365.
Therefore, the policy may be to enable RTE on the main form and change the column formatting to rich text.
However, when exporting an appointment record to Excel, HTML tags are included in the exported Excel De...
Make things compact to save valuable space
New Viva Sales app is better but Dynamics Sales app in Outlook is wasting space. Working with data means that its neccessary to fit as much data to screen as possible. The way CRM app in Outlook behaves is not very good. Should be more contact and also creating accounts and contacts should be ...