System Customer field for activity entity
Activities need to be always linked to a record otherwise it is not at all useful. Sometimes you want to link it to opportunity but also customer. Sometimes you want to link it to some custom entity but also to customer. I would like to see the linkage to customer be automatic a...
App for Outlook Synced Service Activities need to link to related record in Dynamics 365
Currently when using server side sync, it is possible to sync Service Activities, however, when using the Dynamics 365 app for Outlook on the Calendar appointment, it just says "appointment is tracked" and has no link to the related record in Dynamics 365. There needs to be a link, just like f...
Search for Parent when Tracking Contact in Outlook
When CRM App for Outlook is deployed, we are unable to search when linking a tracked record in the People section of Outlook application. We would love to add this to further enhance the product as well as enable our users to use the tool more. ...
CRM App for Outlook - allow only to track emails
Currently to use CRM App for Outlook we have to have it sync our emails. This is dangerous that an executives private emails can sync to CRM. The setting to have the least synced is a personal setting for "emails in response to CRM Email Messages". We should ...
User with a customized assigned security role should be able to load the the Dynamics 365 app for outlook without any error message
While working on a User with a customized assigned security role for the Dynamics 365 app for outlook of Dynamics 365(DB 9.0.0.2180) online version which is integrated with Exchange Online we are getting an error message "We’re sorry Something went wrong while initia...
Synchronisation of single contact with multiple users in Outlook
We are currently using sever side synchronization and App for Outlook to synchronize emails and contacts from CRM to Outlook.
Contacts in CRM has an owner and a set of relationship managers recorded in form of a grid on Contacts page.
When the synchronisation happens, the contact...
Possibility to Track only one email from App for Outlook- Server side Synchronization
In the old outlook plugin we had the option to check in:
"Check inkomming emails in outlook to determine whether they should be linked to to or saved to Dynamics CRM....."
Now the "lightest" option we have is: "Emails in response to dynamics 365 email".
A hole conversation...
Tracking Tokens not getting applied to email subject when using CRM App for outlook
Pre req:
Settings > Administration > System Settings > Email > Enable Tracking Token
Configured “CRM App for Outlook”.
Steps
User send an email using outlook and click track button using App for...
Tracked Icon in Dynamics 365 App for Outlook
When an email is tracked through Dynamics 365 App for outlook it does not show track icon against that email Wherein in Dynamics 365 client for outlook we are able to see track icon. In order to check that if email is t...
Allow users to Pin a record in the search results screen within the Dynamics 365 App for Outlook
Users in my organization often search for the accounts they manage first and then want to pin them to their pinned records area in the Dynamics 365 app for Outlook. They CAN pin if it eventually shows up in their global results list of accounts, but CANNOT if they search for the rec...