integrate linkedin through dynamics app for outlook
Do Dynamics 365 APP for outlook has feature that can integrate to LinkedIn? LinkedIn can integrate in dynamics crm system inside a form but i hope it can be integrated with Dynamics 365 app for Outlook
Search limitation using App for Outlook
Recently we found and confirm a limitation with Dynamics App for Outlook when searching for a record by name. If we have 30 Accounts called "Microsoft" (each one of them is in a different city around the world and has different address), then track new email from OWA or Outlook using Dynamics Ap...
Dynamics App for Outlook to track entire communication with external users
The following issue has been raised by multiple customers: *User A sends and email from Outlook to User B and track the first email regarding an CRM Account "Microsoft" *Open Sales > Accounts > Microsoft > Activities - the first email send to User B is tracked and visible *User B replies to User...
Dynamics 365 App for Outlook icon for digitally signed emails
ISSUE: ------- When user from Dynamics 365 online instance tries to track a digitally signed emails using Dynamics 365 App for Outlook, Cu gets an error stating "This action cannot be performed. The permissions for this message are limited." steps to replicate the issue: ----------------------...
Recently used items appear on CRMwebsite, it does not replicate to the App immediately
This Feedback is from our customer KBC 1) they want same experience in website as well as Dynamics 365 app for Outlook on OWA or Outlook, they don't want to wait for 4-5 minutes or close the active browser and check again for recently used records. 2) Recent records is at the top in website ...
Plugin Extensability Needed for Searches in App for Outlook
KBC’s security model specifies that:
- All users in the Retail Bank should primary see and work with Clients (Contacts) from their home branch
- Quick Find and Categorised Search should be limited to the Contacts belonging to their branch
- They are...
STATUS DETAILSNeeds Votes
Dynamics 365 App for Outlook Add In: - While associating a Contact with an Account, search results show only name, without additional information this is not very useful. User should be able to see at least 2/3 fields more in search results
1. Configure Dynamics 365 App for outlook 2. Login to MS Office Outlook and click on more options present on left bottom corner and select Add-ins 3. Select a Contact and click on it new tab will open with details 4. Click on link Look up will appear with only Account names 5. Should have abilit...
Dynamics 365 App for Outlook - Account Search in the Dynamics 365 App Add in: Account can be searched only by name, with duplicate names it is not possible to identify correct Account. User should be able to search an Accounts based on all the fields configured for quick find (Local Search)
1. Configure Dynamics 365 App for outlook 2. Login to MS Office Outlook and click on more options present on left bottom corner and select Add-ins 3. Select a contact and click on it new tab will open with details 4. Click on link Look up will appear with only Account names 5. Here if we try to...
Allow SSS Incoming email to not promote any messages automatically
As incoming SSS is required for the Dynamics 365 App for Outlook and automatic tracking of incoming email can be a random (for instance an email with "to: a@contoso.com; b@contoso.com; c@contoso.com" will randomly be tracked to any of these three addresses), it would be advantagous to be able to ...
Sync Button - D365 App for outlook
D365 CRM App for Outlook, once enabled and configured, does not have two options. 1) Explicit 'Sync' option i.e. I would like to have a button, which would force Sync on demand with my CRM Organisation 2) If I have multiple Organisation (during testing, I can have multiple CRM instances), I need...