12

Replying Email should be consistent with Creating Email in CRM Client for Outlook

From Outlook Client, I opened a Case record to add a new Email under this Case record. CRM was able to open the new Email in Outlook new email format.

However, at the same Case window, if I navigate to the Closed Activities view and try to reply to an existing email, CRM opened the new ...

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5 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
11

Sync sent emails with exchange

E-mails sent from the web interface in CRM do not appear in the "Sent Items" folder in exchange online. Users can't see in Outlook, which emails have been sent from within CRM.

To have a full overview of all the conversations with a customer also the sent emails should be synced to exc...

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3 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
11

Feature request for switching mail format in Dynamics CRM Online

Please provide a function that you can switching mail format to Text from HTML in Dynamics CRM Online.

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
11

Ability to automatically enable emailbox by CRM itself

When emailbox has been disabled, it would be a lot more valuable for all users if CRM could automatically enables the emailbox again.
Instead of just displaying an error alert which if not signed in we won't be able to notice, and the owner of mailbox needs to manually click an 'enable' ...

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
11

SharePoint integration with CRM where it creates a GUID at the end of the folder name

As per CRM 2013 and SharePoint Integration New Feature : http://community.dynamics.com/crm/b/crmpowerobjects/archive/2013/11/05/crm-2013-and-sharepoint-integration-new-feature.aspx

"Now for the cool new part. The folder name is no longer simply the account record name�the CRM record�s G...

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5 Comments

Read more... 5 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
10

SharePoint base integration to be able to update records automatically.

SharePoint base integration to be able to update records automatically. example: If a Lead is converted to Opportunity or Account, the current integration does not pick up this change and all future files are continued to be stored in the initial SharePoint location. It will be a great advantage...

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
10

Ability to display other user's [Calendar]

Currently, user own [Appointment] is only displayed on [Calendar] on Dynamics 365 (Online) It would be great if other user's [Calendar] can be displayed just like Outlook Calendar.

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0 Comments

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
10

Outlook App allow "resolve to existing" for unmatched email addresses

The 8.2 and 9.0 Outlook apps notify the user "Create contact first to avoid duplicates" when an email address does not exist in CRM. Currently the Outlook app allows you to add a *new* contact/lead. Would also like the option to resolve the email address to an *existing* contact/lead record.

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1 Comments

Read more... 1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes
10

Ability to filter email templates

We would like to have the possibility to filter through the email templates. Currently, we have 500 templates in use and trying to find the appropriate template when generating an email in CRM is difficult and time consuming.

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3 Comments

Read more... 3 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
10

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

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2 Comments

Read more... 2 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined