22

Need to be able to migrate email attachments from one environment to another

Need an out-of-box way to be able to migrate email attachments (with links to the corresponding email message) from one instance to another.

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1 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
22

Gmail folder-level tracking

Users can configure folder-level tracking for Outlook or Exchange. However, in case of Gmail, users can track only emails in inbox. Please add folder-level tracking for Gmail to track emails in subfolders as well.

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
20

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...

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
20

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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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
20

Reflect changes made from "Regarding" field in Dynamics 365 CE for tracked emails to �Set Regarding� object of Dynamics 365 App for Outlook feature.

Dynamics 365 App for Outlook is an Exchange EWS call service (add-in) which deliver the functionality to track emails, appointments, contacts, and tasks within your Outlook client. This functionality is different than the synchronization of the records from CRM to Outlook with using server-sid...

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4 Comments

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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.

19

I want to set Reply-To when sending an email from Dynamics 365

When sending an email from Dynamics 365, there is a place to set "To, CC, BCC", but not a place to set "Reply-To". There are many situations where you want to reply to an email to an address other than "To", such as the customer center. When sending email from Dynamics 365, the ability to set "Re...

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
19

Integrate FindTime tool with Dynamics 365

Can we integrate FindTime tool which is available for outlook now with dynamics 365. so that we can schedule meetings customer directly from CRM.

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
19

Ability to sync perfectly Mail, Calendar, Tasks between Dynamics 365 (Online) and Outlook Client

Customer sets sync between Dynamics 365 (Online) and Outlook client by using Dynamics 365 App for Outlook

For example, in case of [Tasks]

Registering tasks from Outlook Client doesn't sync to Dynamics 365 (Online).
But registering tasks from Dynamics 365 (Online) syncs to Ou...

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1 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Needs Votes
18

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 ...

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0 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New
18

Track emails from shared mailboxes using Dynamics 365 APP for outlook

Shared mailboxes cannot be tracked using Dynamics 365 App for Outlook.


You can track emails sent to mailboxes for which the user has delegate permissions, but not from shared mailboxes.

Therefore, having this feature will increase convenience for many users.

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2 Comments

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New