Outlook client should allow you to synch Marketing Lists to Outlook
Users would like to have their own Marketing Lists available to them in Outlook as distribution lists.
Tacking token value not required in subject line of an email
If tracking token option is enabled from CRM Web client, it starts adding tracking token id in the email subject line. There should be an option to hide the tracking token Id.
Behavior of modifying an CRM Appointment in Outlook client
Issue:
My customer is using Microsoft Dynamics CRM Online with Microsoft Dynamics CRM for Outlook.
When you create an Appointment in Dynamics CRM Online, it will be synchronized to Outlook client.
Also when you create an Appointment in Outlook client, it will be synchronized to Dy...
Custom Field is randomly able to sync
Issue:
According to following URLs, Custom Field is not able to sync.
However it sometimes synced when we actually tested.
Title : What fields can be synchronized between CRM and CRM for Outlook?
URL : https://technet.microsoft.com/en-us/library/dn832089.aspx
Title : Vi...
Discriminate the Email address which is related to Business Unit from which is related to Contact
The customer is configurating Email router with Microsoft Dynamics CRM Online. In his organization, some Email address are in both Contact and Business Unit. If external sender send an Email to that kind of Email address, Email record will be created and "To" field will be two values (Contact ...
In SharePoint Server Based Integration, Unable to add Custom Content Type in CRM Records Document Location
- SharePoint Custom Site Column not available in CRM Records Document Location View post clicking on Documents.
- Previous version of Client Based SharePoint Integration displayed Custom Columns in CRM Records Document Location View post clicking on Docum
CRM keeps acting strange with server-side synchronisation and Email Router settings
Using server-side synchronisation and Email Router on CRM Online never seems to work correctly, and it is rather unstable.
Customers keep getting an error message such as 'An error occurred while creating the incoming email "xxx" in Microsoft Dynamics CRM for the mailbox ', and there has ...
Default the lookup for Set Regearding to Contacts instead of Accounts
When you select an Email in outlook and clicks on Set regarding, a dialogue box appears.
The default entity in the lookup is Accounts.
Can this be changed to Contacts as it is usually Contacts that emails are set regarded to.
Status Reason for all the outgoing emails in CRM for Outlook should just state as 'Sent'
While sending emails in Microsoft Dynamics CRM for Outlook, the Status Reason in Activities shows 'Recieved'.
It would be a lot better if the Status Reason just shows 'Sent' for all the outgoing emails. This would make less confusion about email status for users.
Ability to set recurring tasks in Outlook and have them flow to CRM [CRM 2015]
Users want to set recurring tasks to reconnect with Contacts in Outlook but want to have those visible in CRM. This is so that if multiple people have recurring tasks for the same Contact, they all can join the other's "sales call", be excused because so-and-so has the better relationship, etc...