72

Prevent automatic tracking of emails (while using Server Side Sync and the Lightweight App)

A lot of times the business requirement is to only have emails in CRM that users track manually. Therefore there should be an option to fully prevent automatic tracking of emails, while using the Lightweight App for Outlook.
This should be set globally for one CRM organisation, via S...

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16 Comments

Read more... 16 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. It is possible to configure users to not automatically track any emails. This can be enabled using some different settings documented here:

Default OrgDBOrgSettings for server-side synchronization - Power Platform | Microsoft Docs

SSSForceFilteringMethodForUserMailboxes

HideEmailAutoTrackOptions

You can use one or both of the options mentioned above. There is also another setting named HideTrackAllOption.

72

Prevent Server-Side Sync from sending appointment email notifications to external recipients

Prevent Server-Side Sync from sending appointment email notifications to external recipients 

 

When an appointment is created in CRM and an internal user an external contact is added in the required field, we see the external contact receiving an email ...

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11 Comments

Read more... 11 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
70

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 s...

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25 Comments

Read more... 25 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature.

Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/dynamics-365-app-outlook-user-s-guide#experience-app-for-outlook-as-a-pinnable-taskpane

 

Sincerely,

Srihari Srinivasa

65

Track Tasks created in Outlook to Dynamics 365 using Dynamics 365 App for Outlook

Issue Description: User is unable to track or set regard a task activity created in desktop Outlook using Dynamics 365 App for Outlook

Description:

1. User creates a task activity in desktop Outlook, however he is unable to track or set regard it in Dynamics 365 Online instance u...

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12 Comments

Read more... 12 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. The feature to track tasks is available by using the 'Outlook category' feature. Please refer to the following link for more information: Use Outlook category for tracking.

Sincerely, 

Naitik Shah 

PM, Microsoft. 

59

Customize Entities in Set Regarding Lookup for App for Outlook

Currently, the only way to prevent entities from appearing in the App for Outlook Set Regarding lookup is to remove them from the Entity Definition of the app itself. This prevents use of that entity in other areas such as the Sitemap. We should have separate configuration of the Regarding lookup...

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0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Declined
Ideas Administrator

Following careful consideration by the product team, it has been decided that we will not be investing further in the old app. Instead, we highly recommend offering guidance to our valued customers on migrating to Copilot for an enhanced experience."

50

App for Outlook / for Queue / Shared Mailboxes

Working on centralized emailaddresse like "support". The web client has certain gaps against the MS Office outlook client. e.g.:

- Colours

- Set Reminders

- spell check

- Signatures with pictures...

 

Most clients use before the start with CR...

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7 Comments

Read more... 7 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Sincerely,

PM,

Microsoft.

48

Tracked Incoming Emails from External Contacts should reflect as tracked or Set Regarding for all user's mailboxes

Consider this scenario 1. External Contact sends an email to User A and User B 2. User A sets regarding to Account A 3. The Email is created in Dynamics with Regarding of Account A 4. User B goes to this Email from their Outlook calendar. They will not see that this record is tracked. They wil...

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1 Comments

Read more... 1 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. Within the last year there was a change released to address this feedback so the same emails now appear as tracked for the other recipients. 

46

Automatically track SENT e-mails via Dynamics 365 App for Outlook if a tracking token already exists

Automatically track SENT e-mails via Dynamics 365 App for Outlook in following common situation: 1. you send an e-mail to a customer via Dynamics 365 for Outlook and manually track it to a record by using "Set regarding" 2. you receive a reply from the customer with the tracking token (this is be...

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4 Comments

Read more... 4 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for this feedback. The feature is available and documented here:

Automatically track sent folder items with server-side synchronization - Power Platform | Microsoft Docs

45

Function for customizing the various way of settable sync

Synchronization with Outlook is only available within the settable sync now as the MSDN saids. Title : What fields can be synchronized with Outlook? URL : https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/what-fields-synchronized-outlook If this function could be...

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0 Comments

Read more... 0 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
42

App for Outlook / Shared Calendar Appointment Tracking

I would like to see the Dynamics 365 App for Outlook add Appointment tracking capability for Shared Calendars.

 

Perhaps this is already on the longer term roadmap?

This capability was available with the older .COM Add-in Outlook Client in t...

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2 Comments

Read more... 2 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. Dynamics 365 App for outlook supports delegate access. Please refer to the following link for more information: Delegate access.

Sincerely, 

Naitik Shah 

PM, Microsoft.