121

Tracking Icon is not available when Dynamics 365 App for Outlook is configured

When we configure CRM Client for Outlook and track records in Outlook configured in CRM we see tracking icon which helps us to understand that the record is tracked in Dynamics 365 organization.

However when we configure CRM App for Outlook, we do not see tracking icon when we tra...

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32 Comments

Read more... 32 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
New
98

Give more options for e-mail address resolution

In late crm 4, email address resolution behavior was changed. In earlier versions, if you had an e-mail address on multiple records (account, contact, lead, user), it would only resolve to one of them. This behavior was changed so that if there are multiple records with the same address, when ...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

  Thank you for your feedback. We released this feature as part of the functionality in Fall 2016 release update 2.0 or SP2 for CRM 2016.

This is being delivered as a feature with our fall release. Expect it with update by 11/29 or by Dec hotfix update. There is an organization setting to turn off contact resolution for the whole org. If that is the case, user will have to manually resolve the email activity to a CRM record (when there are multiple records match the email address in CRM).

 Madan

 

 

 

 

 

 

78

CRM 2011 Connector Crashes Outlook All Day Long

Can't believe nobody's posted this yet. I just searched for the word 'crash' and found only two references to Outlook, with only 1 vote each. Maybe this is unique to our environment so if anyone has a suggestion, I'm all ears. But I haven't found one yet so I'm posting here.

We're r...

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8 Comments

Read more... 8 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

 

Thank you for your feedback. We are not considering the suggestion at this time due to the following reason: Not applicable. if this is still happening for CRM 2011 or any latter version, please file a support case and the team will investigate. We have done a lot of work on stability since CRM 2011 UR11.

 

72

Provide improved email / email template editor

The builtin html editor used to edit emails and email templates is very restrictive and troublesome when using copy/paste.

Troubles include:
- Font end up different for pasted text
- Formatting options are minimal (eg. no tables, etc)

The current workaround that...

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8 Comments

Read more... 8 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Planned
Ideas Administrator

Please file this for web client or Mobile client. This is not part of Office integration feature. We are looking at improving this experience in our mobile client. THanks for your feedback

69

64-Bit Outlook 2010 CRM Client

I'm surprised this isn't listed on here yet. I searched the open suggestions, but didn't see it. Title is self explanatory.

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11 Comments

Read more... 11 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Completed
Ideas Administrator

There is a 64 bit client for many years now. I don't think it is relevant any longer.

68

Pin App for Outlook

Users that track the majority of their email using the App for Outlook find it very time consuming and frustrating to keep having to click the "Dynamics 365" button in the Outlook ribbon to re-open the App for Outlook after selecting each email.

If there was an option to "pin" the app ...

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22 Comments

Read more... 22 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
New
54

Rooms get removed from appointments

Hello,
We have an issue where when we add a room to an appointment and sync it with CRM, the room gets removed. It is getting changed from a resource to a required attendee.
We have employees that are constantly late or miss meetings because they do not know where to go.
I opene...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Planned
Ideas Administrator

 

 we have proposed to fix this before. we will do so again. Thanks for your feedback

 

 

 

53

Add Subfolders to Server-based SharePoint Integration for Microsoft Dynamics CRM Online and SharePoint Online

As explained here: http://msdn.microsoft.com/en-in/library/gg334768.aspx

CRM online no longer requires you to use the list component in SharePoint for document integration. You can upgrade to this new feature called Server Side integration. The new server side integration no longer...

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11 Comments

Read more... 11 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Planned
Ideas Administrator

Great feedback. Not in our current roadmap, but, we have made a strong case for this enhancement and we will do it again. Thanks

52

Remove the "Wrapping up" message from Outlook client when syncing mail

Every time an item (email/appointment etc) is tracked within Outlook using the Outlook client for CRM 2015 a dialog with a progress bar pops up saying, "Contacting CRM", followed by "Wrapping up". This takes away focus from the Outlook window (and anything else you're doing) and nothing can be...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

We are not planning any new enhancements to outlook client. However, our experience on new CRM app should be better. if you have any concerns, please let us know. Thanks for the feedback.

 

 

50

Enable the E-mail Router to process e-mails sent to distribution lists or aliases

Currently e-mail messages sent to distribution lists or aliases are discarded by the E-mail Router with the warning "NoRecipientMatch" because the list or alias address is not known to CRM. We suggest implementing an additional setting on the Mailbox entity to specify whether the E-mail Router...

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0 Comments

Read more... 0 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Declined
Ideas Administrator

we are not enhancing email router any longer. Thanks for the feedback. if this applies to server side sync, you can file a separate request.