Reflect changes made from "Regarding" field in Dynamics 365 CE for tracked emails to �Set Regarding� object of Dynamics 365 App for Outlook feature.
Dynamics 365 App for Outlook is an Exchange EWS call service (add-in) which deliver the functionality to track emails, appointments, contacts, and tasks within your Outlook client. This functionality is different than the synchronization of the records from CRM to Outlook with using server-sid...
Make Timeline a tab in CRM App for Outlook like it is on D365 for Phones
On the D365 Phone app, the Timeline / Social Pane is a separate tab, making it quick and easy to go to an account's activities. On the CRM App for Outlook, the Timeline is only available within the General tab (or whatever section on the form you have it placed). This is inconsistent behavior bet...
Tracked email icon feature in Outlook when using Dynamics 365 App for outlook
Tracked emails showing up as people group icon only available for Outlook client which is an add-in needed to be installed locally. So we are requesting to add this icon feature for D365 App for outlook to see the tracked emails in outlook
In Dynamics 365 App for Outlook, add a contact without tracking e-mail
Currently, "If the sender of the email is unknown to Customer Engagement, when you add the contact or lead, the email is automatically tracked in Customer Engagement and set regarding this contact or lead. To stop tracking, you can manually untrack the regarding email." Our organization uses Dyn...
Create a new System View specifically for the D365 App for Outlook
Hi I recently learned through an MS Support Case that the D365 App for Outlook uses the 'Case Lookup View' when searching for cases to track an email against. This OOB 'Case Lookup View' excludes child cases. We've found that we needed to modify that Case Lookup View to include child cases, ...
Email engagement - I cannot follow attachments for emails in UCI.
Email engagement has been enabled for D365. In the classic web interface, the "follow" and "unfollow" buttons appear in the "Attachment management" window of the email, and I can follow attachments. In the UCI, these buttons DO NOT appear in the "Attachment management" window of the email, and ...
Navigate from "View in Dynamics 365" link in Dynamics 365 App for Outlook to full Dynamics solution
When viewing a record in the Dynamics 365 App for Outlook, there is an option to "View in Dynamics 365." This opens a browser window to show the record being viewed within Outlook. But there are no navigation buttons to get from the record detail to the rest of the application. Rather than openin...
When track emails with Dynamics app for Outlook we cannot see if an email is tracked or not, without opening the app
When we use the old add-in, COM add-in, Dynamics 365 add-in for Outlook, each email that has been tracked, has two little persons icon and we already know that those emails has been tracked at some point of time. Now when using the Dynamics app for Outlook, new app, lightweight app, there is no ...
Hide [Relationship assistant] after clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?
When clicking the leader [...] on Outlook App (Dynamics 365 App for Outlook?, [Relationship assistant] is displayed. Currently, [Relationship assistant] cannot be hidden. It would be user-friendly if the feature can be hidden.
V9.2 D365 Outlook Client
Hello, After months of testing Delegate tracking in V9.2 (CRM Outlook Client), Microsoft confirms this is a bug and told me create an idea suggestion. Thanks, Jose Fleitas