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...
Set regarding on multiple emails from Outlook at one time
It would be very helpful to have a way to Set Regarding on multiple emails at one time. Too many times there is a large email chain and having to go back to each individual email and Set Regarding is hugely time-consuming. Being able to highlight multiple emails and Ste Regarding at one time w...
Email templates apply - Hide the popup "Apply Template: OK / Cancel"
After the email template is selected, the user presses the "Apply Template" button. After that the popup "Apply Template" appears which must be answered with OK or Cancel.
The popup is unnecessary, because the user has already chosen the template. In addition, it is possible ...
Email templates apply - Search considers email template content
Users often remember keywords from email template content. Therefore, it would be advantageous if the search would also include the email template content.
Email templates - Expand the number of "Recently used" displayed
The number of "recently used templates" displayed is too limited.
It would be better to display more recently used templates.
Add placeholder management in Template link URLs
It would be very nice to have the possibility to generate dynamics URLs inside email templates (entity template). Inside the URL, it should be possible to insert placeholders that, on email sending, are replaced with the contact details, such as the email address, the phone nu...
Allow app to choose a default email app
For users that use their phone for both personal and business some may have their default email app be their personal account, such as Gmail. It would be useful if the dynamics app allowed users to choose which email app to use when sending emails, for example outlook, Rather than defaulting t...
Email Engagement
The ability to turn on email engagement is nice. However, it only allows you to turn it on and automatically follow when sending a direct email. It would be very beneficial to allow this option when sending emails in bulk or via a marketing list.
Prevent Auto Create Contact from Email Sender- block specific domains
We should have the ability to whitelist/configure/block certain domains of email addresses that we auto create contacts for with the Auto Create Contact OnPromote from an Email Sender within personal options.
We need to be able to NOT automatically create contacts with @xxxxxx...