Ability to Run Document Templates against Multiple records in a View
With the deprecation of the old school Mail Merge feature, we will no longer have an OOTB feature to run templates against multiple records. Document Templates only allow the user to run against a single record.
People still send out paper mail. As long as they do, they'll ask for...
Provide a way of filtering document templates
My customer has thousands of word templates. Provide a way to filter document templates based on business unit, language, geographic region or other criteria so a user can restrict the Word templates to the ones that apply to that case based on different filter criteria.
Ability to display any entities on the left pane of Office Outlook Client
On Office Outlook Client which installed Dynamics 365 for Outlook add-in, entities on the tree on the left pane are displayed.
On the tree, default apps entities on Site Map is displayed.
It would be much better if any entities are displayed on the left pane of Office Outlook Cli...
Selecting multiple emails for tracking
Currently we cannot track multiple emails with the new Dynamics 365 Outlook App!
Enabling multiple user to Set Regarding from Outlook e-mail
Currently with the Outlook Plug-in and the Outlook App, only the first user to Track (or Set Regarding) an email from Outlook can update the Regarding field through the integration.
Use Case:
- Users A and B receive the same email (e.g. To: Alan and Bob)
- U...
STATUS DETAILSDeclined
custom activity type option on tracked meeting
When tracking an appointment in when using the Outlook App w/ server-side sync in D365, there is the option to creat a related activity. In this case, you can create a Task, Appointment or Phone Call. It would be great if you could include all activity types, but more specifically,...
You can't track an appointment that was created by another user
Issue:
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In CRM 2015 Update 0.2 On-premise (7.0.2.53) organization configured with Server Side Synchronization, users when try to track an Appointment created by another CRM user in Outlook 2016 configured with CRM 2015 Update 0.2 On-premise (7.0.2.53) organization,...
Ability to hide some of the entities that are shown in the Set Regarding feature in Dynamics 365 for Outlook
It would be nice to hide some of the entities that are displayed when a user clicks [Set Regarding] to open a system view.
D365 Outlook App and Export to Excel Dynamic Worksheets - Dynamic Pivot
Customers electing to use the new D365 Outlook App (over the older Dynamics CRM Full Outlook Client) should also be able to take advantage of the DCRM Export to Excel options:
- Dynamic Worksheet &
- Dynamic Pivot.
Currently customers must use the Dynamics CRM Ful...
Unable to know whether the email is tracked or not while using Dynamics 365 for Outlook
We are unable to know if the email was being tracked in CRM, without going to each email. In Outlook Web App(OWA) we need go to the email, launch the little Dynamics icon to determine if the email is being tracked. There is also no notification on email in Ou...