2

Outlook Dynamics CRM 365 Synchronization Filter to be Two Way

In the current scenario, the Outlook synchronization filters, both User and System only control the data flow from CRM to Outlook and not the other way round. For e.g., Let us say we have a filter which checks if the owner "does not contain data", which in a way is stopping the sync from CRM to ...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
1

Add Remote Desktop 2019 to the supported operating systems for Dynamics 365 App for Outlook (Outlook 365 native application)

Currently the App for Outlook is only supported for standalone Windows Operating systems and not for Remote Desktop environments from Microsoft. Although not supported, we are working with the App for Outlook and notice it contains bugs, which after months of support from Microsoft(!), they now t...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
9

Function to disclose the time classified as Dynamics Tracking and allow users to adjust the time classified as Dynamics Tracking

Users are experiencing difficulties in their work because the actions described in the following MS Doc do not work properly and the results of the actions vary depending on when the deletion is performed. Therefore, we strongly request to clearly disclose the time when the deletion is classified...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
46

Automatically track SENT e-mails via Dynamics 365 App for Outlook if a tracking token already exists

Automatically track SENT e-mails via Dynamics 365 App for Outlook in following common situation: 1. you send an e-mail to a customer via Dynamics 365 for Outlook and manually track it to a record by using "Set regarding" 2. you receive a reply from the customer with the tracking token (this is be...

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4 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Completed
14

Feature to let participants choose whether to reflect in Outlook appointments when creating appointments

Currently, when you create an appointment in Dynamics 365 (Online), it is automatically reflected in the Outlook appointment of the registered participant. However, in some cases, it doesn't always need to be reflected in the participant's Outlook appointment. Therefore, it would be great if part...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
1

Allowing tracking from the shared calendars

Would you please allow the tracking of appointment in a team shared calendar? According to the support team, this is not allowed by design. Right now, only one's own calendar and delegated calendar can be tracked. We hope someone can track the appointments from the shared calendar to copy them fr...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
1

Integrate Titles in Synchronized Fields Dynamics-Outlook

Currently, the Title can not be selected as a synchronized field between Outlook - Dynamics. This is indeed a very relevant information for salutations etc and it always has to be consolidated manually between the systems. Would be very helpful to have this added to the selection.

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
18

Ability for System Admins to approve mailboxes

Only those with Exchange Admin or o365 Global Admin permissions can approve D365 mailboxes. Our IT department rightly don't want us to have these permissions as it will allow us to do some much more than we actually need. D365 System Admins should have the ability to approve mailboxes themselve...

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3 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
5

Ability to track an email and a copy of that email to 2 different record

In the past, with the Outlook client, we could copy the email in our inbox and track the original and the copy to different record, for example: the original email is tracked to account A and the copy is tracked to account B. In the new App for Outlook it's not achievable. if I track the original...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
6

Have the option to synchronize the Gender field between Dynamics and Outlook

We want to be able to choose whether to synchronize the Gender field (OOB field in Dynamics and Outlook) between Dynamics and Outlook. The current synchronization filters do not include this (either as an included field like for Email or Full Name or separately). We had this option with the depre...

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0 Comments

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes