Track appointments from Mobile Outlook to Dynamics
Idea: Ability to track appointments/meetings from mobile "Dynamics 365 App for Outlook" to "Dynamics CRM".
Use case: Our sales users oftem travel an...
"Dynamics 365 App for Outlook User" security role, when added to a team, to be able to propagate the privileges for users in that team
Hello,
In article How to deploy Dynamics 365 App for Outlook | Microsoft Learn it is stated...
Archive Emails to
In Dynamics 356 the emails are taking up most of our database storage. There should be some mechanism that old emails and be archived to take up less space or moved to some other storage but still be accessible should you want to go back and check on comms with a customer or client. They cou...
Enable Email CUD Operations for offline capabilities
Hello,
According to the documentation, it is not possible to create, update and delete mails in offline mode.
It would be great to have this functionality, which would allow salespeople to have a completely seamless experience and a single point of entry for w...
Enable Search Query on Outlook from Internet Message ID on eMail Activity
We suggest to enable the search on the messageid field using Get eMails (v3) PowerAutomate action.
Searchable properties are – attachment, bcc, body, cc, from, has Attachment, importance, kind, participants, received, recipients, sent, size, subject, to
Track Voicemails to Dynamics 365 Sales
Would be great if we could track voicemails we receive through teams to our Dynamics 365 Sales/CE/CRM
Room Finder should be available when booking an appointment in Dynamics 365
In our organisation we intensively make use of the appointment functionality in Dynamics 365 (Sales). It is nice to see a very seamless integration with the Outlook Calendar app all the users on the appointments created.
But it is very annoying (and somewhat unbelievable) to ...
Pin App for Outlook for Appointments
Our users track a lot of their appointments to D365.At the moment this is really time consuming because they have to open D365 Outlook App each zime they would like to track a new appointment. It would be very helpful to be able to pin the app for appointments. For Emails this is already possi...
Automatic synchronization from Outlook to Dynamics 365 for Appointments
It would be very useful to introduce an option to enable automatic synchronization for appointments from Outlook to Dynamics 365, avoiding to manually track each appointment
Task rich text Description to be properly synchronized to Outlook
We have enabled rich text editor for the Description field at the Task entity. When respective Task is synchronized to user's Outlook, the formatting is lost and HTML tags are shown instead. We were told by a support team that proper synchronization is available for Appointment entity at the m...