Outlook Sales Pilot to suggest contact (from) as tracking from incoming email
Sales Pilot suggests me to track my incoming email angainst various entities (opportunities, account) but not the most obvious: the contact from which i have received this email to be set as a regarding (that contact does exist in CRM!).
I can add the contact via searching ma...
Dynamics 365 App for Outlook functionalities
Hello Team,
We would like to raise the following Technical Idea with the DEV Team:
At the moment the App for Outlook can be connected to only one environment.
Some of the customers have a few different types of Environments (Normal CRM and another which...
Allow tracking of group addresses
Currently record tracking between dynamics365 and outlook does not support group email addresses.
Some companies need to track emails sent by customers to group emails. There are also times when tracking records in group mail is needed within a company. Enabling this feature will improve...
Task: "Regarding" make available again in Outlook Task
Make the Field and Connection "Regarding" in the Task also available after the sync to Outlook
This was a feature in the On-Prem 2015 CRM (Add-In)
It would be easier to see the connection of the task to e.g. an Opportunity in your Outlook.
Make it possible to choose default Email tracking option
It seems the default tracking pattern is "All emails" when Outlook sync is enabled. We have tried to understand how to set the default tracking pattern to "Only Emails in response to Dynamics 365 email", as this is the most common, or only possible, setting in our company, in regards to GDPR r...
Use dynamic fields from related entities from custom entities in an e-mail
For every customer new custom entities are created and in a lot of scenario's it's needed to e-mail. I'd like to have functionality to use dynamic fields from related entities from a custom entity in an e-mail (template).
Scenario:
- custom entity: Group
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STATUS DETAILSNew
manual editing of connection from e-mails to contacts
Currently, the automatic tracking of e-mails for contacts is done to such an extent that it doesn't tmake a lot of sense for our field of work (cultural field) and is sometimes even quiet disruptive.
It would help us a lot if it would be possible to delete the connection of some emails a...
Ability to permanently delete categories from Outlook side
Currently, Outlook cannot be set to delete Tracked to Dynamics 365 categories.
If there is a feature to delete categories in Outlook, I think it will be useful from the viewpoint of improving convenience.
So I hope they implement a feature to permanently remove categories from the ...
adjusting email tracking - choice option for the user
Our company recently switched from another CRM system to Dynamics 365 Sales and we have been surprised about the limitations in email tracking in Dynamics.
Automatic mail tracking for all contacts (To, CC, BCC, From) is not useful for our kind of work (culture/heritage sector). We were u...
Tracking a single email to multiple records
We would need the possiblity to track a single email to multiple records. At the moment it is only possible to track an email to a single record.