1

Outlook plugin doesn't reload when using Up/Down arrow buttons

When I Open an email (Pop-out in it's own window) and I use the Up/Down Arrow buttons, then the outlook plug-in should not re-load each time I move to a new message. This seems to be an obvious product fault, but after speaking with support I am told to request this as a feature.

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Category: Email Management and Outlook Integration (249)

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1

Track Emails automatically from Outlook when sent to a Account or Contact (currently manual)

Whilst we can set the ability for any emails from Leads, Accounts or Contacts to track automatically, the opposite of sending an email from Outlook to say a contact in Dynamics 365 doesn't get tracked unless you 'manually' track the outgoing email activity. It would make alot more sense to autom...

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Category: Email Management and Outlook Integration (249)

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Needs Votes
1

Outlook APP - Popup window "View in Dynamics" Minimize & Maximize button not available

Include on the popup window that is displayed after clicking on the "View in Dynamics" button on the Outlook APP for Dynamics the button Minimize and Maximize. That will facilitate a lot the interaction with this popup window, reducing also number of clicks.

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Category: Email Management and Outlook Integration (249)

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Needs Votes
1

D365 Contacts Add-in is not visible in Navigation pane of Outlook desktop App

Issue: D365 Contacts Add-in is not visible in the Navigation pane of Outlook desktop App. Issue description: - Outlook Add-in to manage Contacts in bottom bar is Missing, however, user can see Dynamics 365 app for outlook in the ribbon - for the same user we have verified in another machine wit...

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Category: Email Management and Outlook Integration (249)

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Needs Votes
1

Send Direct Email - Add source campaign search

Add the Source Campaign search in order to select the right Campaign before sending an Email Template to a list of Contacts, using "Send Direct Email" function?

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Category: Email Management and Outlook Integration (249)

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Needs Votes
1

Bug - Missing "Apps for Dynamics 365" under settings in new interface and custom apps.

Cannot find this anymore under settings. Users were able to re-add the Outlook themselves through this.

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Category: Email Management and Outlook Integration (249)

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Needs Votes
4

Email template to include multiple entities [Opportunity and Connections (Connected From)]

I have created a workflow which will generate an email when an opportunity is won. In the auto generated email, I am able to capture all the information related to the opportunity except for the Sales Team. The entries in the Sales Team are connected by "Connections" and the Role Type. The Sales ...

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Category: Email Management and Outlook Integration (249)

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Needs Votes
3

Ability to configure the App for Outlook ribbon

Please provide the ability to configure the App for Outlook ribbon. In the 2020 Wave 2 release the ability to quickly insert a CRM Template into the email is now berried in the navigation. (3 clicks as opposed to 1 click) I would like to be able to specify which berried navigation items are pre...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes
4

Reduce Plugin Loading Times

Situation right now: When starting the Dynamics 365 plugin (the modern one) to track an appointment or email, authenticating and loading the plugin takes 10-15 seconds under the best circumstances, often times this takes even longer. You can circumvent this somewhat for emails by pinning the ap...

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Category: Email Management and Outlook Integration (249)

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1

Data Segregation rules for separate Business Units syncs with Outlook integration

I have one instance of D365 which is accessed by users from six different business units, all owned by the same parent company (Examworks). Sales execs at each of the business units all compete for business in the same industry and often have overlapping clients. Because of this unique setup, we ...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes