1

Disable the detection conflicted schedule function of the Outlook integration

My customer uses shortcut key (ex. CTRL+F2) to track schedules. The shortcut key is assigned to the Categorize "Trucked To Dynamics 365". Normally, this action completes sync schedule with Dynamics 365. However, in the case of a conflicted appointment existing on the same time, sync schedule is r...

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Category: Email Management and Outlook Integration (249)

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3

Tracking tasks, created in outlook, to CRM

at the moment you can only track E-mails and appointments from Outlook to CRM. it would be great if you could also track tasks (created in Outlook) to CRM using the Dynamics for Outlook app.

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Category: Email Management and Outlook Integration (249)

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3

Shared visibility to the tracking and set regarding

Currently, our configurations are set so that all email messages FROM D365 contacts, accounts, and leads are auto-tracked. Our AutoTrackSentFolderItems are also turned on so all email messages TO D365 contacts, accounts, and leads are also auto-tracked. This is important to us because sellers wor...

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Category: Email Management and Outlook Integration (249)

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2

Server Side Synchronization - Add a flag to know whether the ACT (Appointment, Contact, Task) was created from Dynamics or from Outlook

Hello team!!! I think it would be great if we can identify which records where created from Outlook and which ones where created from Dynamics. A simply two options or option set field would do it. Would you consider this as an improvement? Thanks, Ale

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Category: Email Management and Outlook Integration (249)

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3

Company field in Contacts to start synching both in Outlook app and Dynamics

Hello, I would like to request if possible to have the Company field in Contacts (in the Outlook app for Windows) to synch both ways. At the moment how it works is when the field is changed in Dynamics, it gets changed in Outlook as well. Unfortunately that only works one way, so when changing ...

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Category: Email Management and Outlook Integration (249)

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7

Allow for Multiple Configurations/Apps for the D365 App for Outlook

Would like to be able to push different versions of the D365 App for Outlook to different business areas in our environment. We have three different BUs that use different areas of CE and have access to different custom tables. We would like to be able to configure three different configuration...

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Category: Email Management and Outlook Integration (249)

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1

Need To Change Email Font Frailly Default with 10pt in D365

Hi I have Question I need to change the Email Font Family Default as Clabri with 10pt is it possible to do that

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Category: Email Management and Outlook Integration (249)

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2

Link between Letsignit & Sales

We can manage our signature in the email module of Sales We add the Letsignit module to Outlook in order to manage specific signature But we cannot have access to our signature built in Letsignit in the email module of Sales Our suggestion is to allow this possibility. Best Regards

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Category: Email Management and Outlook Integration (249)

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1

Task Options Bar Customization (Outlook)

Dears, I would like to give you a suggestion for improvement. In the top Task Options Bar, in Outlook it is not possible to include the DYN365 For App add-on. I believe that, if it were possible to include, it would facilitate the end user when tracking tasks for Dynamics. Can you evaluate this p...

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Category: Email Management and Outlook Integration (249)

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2

Email when Data Export Service fails.

Data Export Service (DES) is a great way to sync CRM entities to an Azure hosted SQL database. More and more customers rely on this service to create custom connections that support vital processes outside CRM. Than it is a pain to suddenly realize that the sync has stopped 48 hours ago for no p...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes