Re-instate Outlook App search by Case Number
V8.2 allowed for the search of Case Numbers in App for Outlook when tracking emails. It is imperative that this functionality be re-instated for ease of tracking emails to specific Case records, otherwise there is room for misalignment of emails to records based solely on subject.
Feature of default view's [Regarding] setting on Dynamics 365 App for Outlook
On Dynamics 365 App for Outlook, each entity view is displayed from [Regarding] setting. By default, [Regarding lookup search] is displayed, it can be switched to other view, but "Default view" cannot be changed. If "Default view" can be changed, it would be very convenient.
Change the default preview filed for entity
In Dynamics 365 App for Outlook if we open a record (Account) for example we have the option to see additional information about this record. When we select for example Contact, we have preview information displayed under the name of it such as phone number and Related account. We would like to b...
Change the root entity name to custom one
In Dynamics CRM we can create a custom Entity (let's say Companies), this will take information from Accounts (since Accounts is the default name). In Dynamics CRM app for Outlook we can see that the entity is visible (Companies), but when I click to search for a record I can still see that it's ...
Include related activities in Dynamics 365 App for Outlook view
The last/next activity in the Outlook app will only show activities if the contact is set as the regarding object. This should include all related activities, not just those where regarding matches.
Automatically track emails sent to CRM contacts
Dynamics 365 App for Outlook will automatically check incoming emails and track them if they are from a contact. It is not possible to check outgoing emails and track if they are to a contact. The logic here should be almost identical, checking recipient list for contacts rather than the sender.
Ability to launch browser from Dynamics 365 App for Outlook
On Dynamics 365 App for Outlook, the user basically uses it on Dynamics 365 pane on right screen. However, the user sometimes needs to enter information in detail, then it is difficult for users to enter information in the small pane. It would be great if the browser screen is launched by Dynamic...
track the entre feed of a email set regarding
When we set regarding on a email in Outlook with Dynamics 365 App for Outlook, or send a email by dynamics email activites. only the send email and is replys are track in Dynamics in the element regarding, a reply on the Customer reply of the tracked email wans't not track automaticaly. We need...
D365 APP for Outlook in RDS environment
I have been advised by MS that the D365 App for Outlook is not supported in an RDS environment, after finding the hard way it would not work in an RDS environment, it just displays a blank view. So would request the App for Outlook be updated to support RDS environments, also in addition some cl...
Track Outgoing email in Dynamics App for Outlook on MAC
as per MS article https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook#feature-support-per-client. Dynamics App for Outlook for MAC can only track Received email. I will be good if there is an option also to track Outgoing emails as on ...