Quickly transfer attachment from Activity Timeline to Documents on Sharepoint
There should be a way to quickly transfer an activity (usually email) attachement from the Timeline to the Documents library (SharePoint integration). Two ideas:
- Via Assistant : Suggested documents. Assistant suggests adding a document in an email to the Document library....
STATUS DETAILSNew
Sent Items Ending up under Queues in D365 CE
When auto-tracking of email is enabled in CE, it is understood that all email will be tracked in the system. However, this created a problem whenever a user trigger the "Reply" "Reply all" and "Forward" action with a tracked email which is connected to an active queue, once an email is resolve...
D365 CE Sent Items Should not end up under Queues
When a user triggered the "Reply all" and "Forward" action in an email linked to a queue in D365 CE, the sent items are sent back under the same queue thus creating duplicate record. Now that queue is specifically for Sales which creates orders in the system, so now it creates duplicate record...
Getting an error while navigating to records using lookup while working in Enhanced email form
While trying to navigate to a record (by selecting a record in the lookup field) while working in the Enhanced Email form, an error message is displayed. You cannot navigate to another record from within the Enhanced Email form.
We should have a way to bypass this issue since...
Set Regarding (email) should be set against multiple entities, and more than one record in an entity (e.g., an email could be linked to 2 opportunities and an account)
Hi, many Dynamics users including myself would like to have a possibility to set an email regarding against more than one record of an entity (e.g., an email that is linked to more than one Opportunity or an Account) and to more than one entity at a time (e.g., the same email would go on a Tim...
Customer should have option to choose default browser when using Dynamics 365 for Outlook
With the new update, now we only have Edge as default browser:
https://devblogs.microsoft.com/microsoft365dev/microsoft-edge-webview-for-office-add-ins/
https://docs.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins
We want to have options ...
Need to be able to migrate email attachments from one environment to another
Need an out-of-box way to be able to migrate email attachments (with links to the corresponding email message) from one instance to another.
Easily synchronize old email with newly created accounts during a migration
Hello All
It would be nice to have a simple button to sync all previously sent emails to the accounts to retrieve their conversation history.
We recently migrated from Salesforce and we have to either manually synchronize each email (impossible) or create fold...
I want to set Reply-To when sending an email from Dynamics 365
When sending an email from Dynamics 365, there is a place to set "To, CC, BCC", but not a place to set "Reply-To". There are many situations where you want to reply to an email to an address other than "To", such as the customer center. When sending email from Dynamics 365, the ability to set "Re...
When we create an all-day appointment in Dynamics 365, the completion date is set to the next day.
When we create an all-day appointment in Dynamics 365, the behavior is as follows. This behaves differently from Outlook all-day events and confuses users. - If we check "All Day Event" when creating an Appointment, the End Time will be set to the next day. - When we create an all-day appointmen...