Enable filtering of TO and FROM fields on Email subgrid
Enabling filtering and sorting of email records by sender or recipient on the Email subgrid will make it more efficient for organisations dealing with volumes of emails on a daily basis. Email correspondence will pile up throughout the days and months making it difficult to sift through all th...
Missing attachements when track emails with Copilot for Sales
When we use the Copilot for Sales to track emails to CRM, the attachements are not available in CRM.
We still have to use the Dynamics 365 app for emails with attachements and users have to switch back and forth between the apps.
Allow users to permit or deny others from creating appointments on their behalf
Currently if User1 uses the "Organizer" field on an Appointment and populates it with User2 who has Server-side Synchronisation enabled for Appointments, Tasks and Contacts for their Mailbox it will allow User1 to create the Appointment record which will get synchronised to User2's Exchange On...
Allow to change SSSForceFilteringMethodForUserMailboxes parameters for On-Premise environments
In Dynamics On Prem we currently cannot change the SSSForceFilteringMethodForUserMailboxes parameter in order to force the parameter to users. When we try to change it via an update of dborgsetting or the solution OrganizationSettingsEditor, it doesn't work as it says that the datatype is not ...
Assigning sender of the Email as owner while server side sync is On
- It is illogical to randomly select any receipent from the list and assigning as owner in CRM.
- The algorithm it uses needs to be upgraded which will help keeping track of the correct ownership of Email record.
It is my beleive it will help a lot of users to have the cor...
Hide the "Save without connecting" button in Copilot for Sales
It would be great to have the ability to hide the "save without connecting" button in Copilot for Sales.
Keep protection applied to protected emails synced from Outlook
When an email is encrypted using AIP Sensitivity labels and synced to D365 using D365 App for Outlook, email encryption and access rights are not carried forward and any user can access the email content who were not part of email recipient list.
The request is to keep the email encrypti...
Sales Copilot Outlook App to include option to stop automatic tracking/saving of sent email
We have enabled to the Automatic Tracking of Sent Items according to this document:
https://learn.microsoft.com/en-gb/power-platform/admin/track-sent-folder-items
However there are occasions when a user does not want the email they are composing to be tracked.
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Allow specific contacts to be excluded from Automatic Email tracking rules
We have internal staff included as Contacts within our CRM as well as Users - this was needed so that internal staff can also be sent copies of Email Marketing emails sent through D365 Customer Insights - Journeys.
As our users mostly have their Personal Email settings set to ...
Dynamics 365 App for Outlook functionality for exchange online cross-tenant authentication email profiles.
Dynamics 365 App for Outlook is not supported for cross-tenant configurations.
Users with an exchange online cross-tenant authentication email profile can’t set the regarding field within outlook client/OWA for Emails and appointments. Mailbox configuration and publishing of t...