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Ability to select whether to synchronize which entity between Dynamics 365 for Outlook and Dynamics 365 (online)

Dynamics 365 for Outlook can select which synchronized fields should be displayed. But by default, appointment, contact and task are all synchronized with Dynamics 365 for Outlook. It would be ideal if Dynamics 365 for Outlook can select which entity the users want to synchronize. For example,...

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
0

One Note CRM integration

We tried to go live with having OneNote within our CRM main account screen but it would not work because of a size limitation with pulling data back from SharePoint. We have not even used the product and we already have a limitation for size? It seems to me that the call to SharePoint should have...

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
2

Export Exel Trcking Addin

Excel tracking add-in was introduced for only for tracking the details about the excel operation on the CRM. We would like to extend the same feature for Excel Templates and Reports tracking with in the CRM.

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
0

IMPS Email Integration - Office 365, G-Suite, etc.

Hi, D365 Email Sent Activity is not reflecting in Sent Items. Simply, make it available as a IMPS integration, instead of providing an Email Application. Why there is duplicity? Just integrate the specific email to be viewed in D365. Create a role based security profile to prevent deleting / arch...

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
0

Start sync contact info again after re-activating a contact

When a contact is deactivated in Dyn365 it is not removed by the SSS, regardless of the filters. There is a suggestion for that already, This is about what happens when you re-activate that contact. If you reactivate it and change the information, it is no longer synchronized. The only way to wor...

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
0

Microsoft Dynamics 365 for Outlook (COM add-in) is set to IE

It would be nice to have an option in Microsoft Dynamics 365 for Outlook (COM add-in) where users can choose which web browser engine to use (e.g. Google Chrome). Currently, the default browser for Outlook add-in is set to IE, but users prefer Chrome for better performance thus they'd like to ha...

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
1

Reactivate and maintain support for Mail Merge through the Outlook add-in

With the continued support of the Add-in for Outlook, the mail merge functionality should also be maintained as was as a function of the add-in, as it is key to a number of scenarios in the use of the Outlook add-in.

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
0

Allow Contact Tracking using Outlook APPS with iOS

Recently we have deployed Outlook APPS for Sales which allow users to track Email, Contact, Appointment directly from their Outlook Client. For Windows user they have the full range of functionalities. Unfortunately iOS/Apple users cannot track their contact using Outlook Apps for Sales. It wou...

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
2

On-premise v9 - Offline feature

Microsoft decided not to include the offline feature in Dynamics 365 v9 on-premise that was included in all the previous versions of Dynamics CRM/365. If someone needs the offline feature, they have no choice than to migrate online even if they're not ready. This decision has impacts for on-premi...

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New
10

In Outlook for CRM add-in (the new one), show tracking status of email across ALL users in the org, not just current user

Not having visibility into when an email is already tracked by another user in the org represents an incredible regression in functionality from the prior version (i.e. hieavier COM add-in). Until I see a better explanation of this design decision, I actually consider this a bug. Here’s why: Th...

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Category: Microsoft Office Integration (882)

STATUS DETAILS
New