55

Possibility to set the default font for email per user

It would be great to be able to set default fonts and font sizes for composed emails in Dynamics for each user. Eg on their personal settings. It would also be great to be able to set the default font and font size for composed emails on the system settings.

Read more...

14 Comments

Read more... 14 Comments

Category: Email (174)

STATUS DETAILS
Completed
Ideas Administrator

For more information, see-

1. https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-font-admin#enable-the-rte-control-in-the-email-form

2. https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/rich-text-editor-control

Regards, 

Product Manager, Microsoft  

43

Drag and Drop

Drag and Drop contacts between To and CC. Want functionality similar to Outlook/OWA.


Today in D365 you have to look up each contact to add. You can take someone already in the TO and just drag them into CC or vice versa.

Read more...

1 Comments

Read more... 1 Comments

Category: Email (174)

STATUS DETAILS
Planned
2024 Release Wave 2
Ideas Administrator

Thank you for your feedback.

This item is currently under review by our product management team. Please continue to add comments and discuss use cases on this thread to help us understand your needs!

 

Regards,  

Naman Agrawal

Product Manager, Microsoft  

42

Preview of Attachment Content without downloading

• We have System and Custom Entities, Users will attach documents to these records. • We would like to see the content of the attachment as preview without downloading those documents. • We would like to see record related email attachments in one place.

Read more...

3 Comments

Read more... 3 Comments

Category: Email (174)

STATUS DETAILS
Planned
Ideas Administrator

Hello

We have come up with solution on previewing the attachment (JPEG, JPG, PDF) formats wihtout downlaoding. you will see them in the public documentation very soon.

Regards, 

Manasa

Product Manager, Microsoft

36

Allow administrators to configure if an email template subject should override the email subject

The idea is pretty simple, every time you insert an email template in an email you get an annoying popup if you want to override the email subject from the template. A very common scenario for most of our customers is to use both email templates to respond to customers as well as for agent signat...

Read more...

0 Comments

Read more... 0 Comments

Category: Email (174)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.


We are taking this Idea "Under review" and update the feasibility on the same.


Regards, 

Manasa

Product Manager, Microsoft

26

Default language selection for templates & signatures based on user language

When a user selects a language for their labels in their Personalization settings which is not English, the user will still always be prompted to use the English language by default when they are adding or creating a template or a signature.


This does not feel intuitive to use...

Read more...

0 Comments

Read more... 0 Comments

Category: Email (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Regards, 

Naman Agrawal

Product Manager, Microsoft

25

Email Recall capability in D365 Customer Service

Requested by Customer:

As part of customer complaint investigation, customer care agent is communicating with Internal Department/External parties through MSD case emails and need to recall sent email on below scenarios.


  1. Case handler sent an email to different inter...

    Read more...

    1 Comments

    Read more... 1 Comments

    Category: Email (174)

    STATUS DETAILS
    Needs Votes
    Ideas Administrator

    Any security issues that may arise due to the recall ability ? Logging will be needed?

23

Possibility to collaps email conversation threads in timeline

In order to get a better overview in the Timeline control, it would be helpful to be able to configure the Timeline to collapse email conversation threads similar to how it is done in Outlook.

I.e. default show the latest email in the conversation, with the possibility to expand instead ...

Read more...

4 Comments

Read more... 4 Comments

Category: Email (174)

STATUS DETAILS
New
22

Allow custom corporate font as default in email

Should be able to make custom corporate fonts as default fonts in email sections of D365 CRM

Read more...

9 Comments

Read more... 9 Comments

Category: Email (174)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. It seems that the requested feature has meanwhile been made available.

For more information, see-

1. https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-font-admin#enable-the-rte-control-in-the-email-form

2. https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/rich-text-editor-control

Regards, 

Product Manager, Microsoft  

20

Bug - E-Mail Message Popout on "Enhanced Email From Timeline" loses "To" and "Regarding"

Although this is standard behaviour, so this would be classed as a "New Idea", I'd class this as a bug.


When using the "Enhanced Email for Timeline" feature, if you create a new email from a case/opportunity, then choose to pop-out the email to a new window, the "Regarding" an...

Read more...

0 Comments

Read more... 0 Comments

Category: Email (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your idea.

Please provide further details so that we can understand your idea better.

Regards,

PM, Microsoft

19

Default E-Mail Template

Problem:

We are using email-templates and knowledge article. The user have to insert the email-template and then insert one or more knowledge article. These are a lot of unnecessary clicks.


Idea:

Can you please check if it is possible to implement the feature of ...

Read more...

3 Comments

Read more... 3 Comments

Category: Email (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Angela,

Thank you for your feedback and idea and is valid. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

Regards, 

Manasa Kaushik

Product Manager, Microsoft