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When an email is tracked through Dynamics 365 App for outlook it does not show track icon against that email Wherein in Dynamics 365 client for outlook we are able to see track icon. In order to check that if email is tracked or not.


 


 


Detailed steps:


1. Logged in as a CRM user in OWA or Desktop Outlook


2. To check if email is track,need to open email and click on Dynamics 365 app for outlook icon


3. If email is tracked it will show as track, if not it will give us the option to track


 


Ask:


User should be able to see an "icon" to know if the email is tracked or not as it shows in Dynamics 365 Client for Outlook


 

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. Dynamics 365 App for outlook uses outlook category to identify records tracked in Dynamics 365. Please refer to the following link for more information: Use Outlook category to track appointments and emails


Sincerely, 

Naitik Shah 

PM, Microsoft. 

Comments

V

Bring this functionality to the App for Outlook! Losing the visual cue and cross-firm tracking visibility is the #1 complaint, and our users dislike the App because of this.

Category: Email Management and Outlook Integration

V

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 track records from Outlook desktop or Outlook Web App (OWA).


This makes the user difficult to understand if the email is already tracked in CRM and have to manually check the details on each record in outlook.


 


 

Category: Email Management and Outlook Integration

V

Hi Microsoft, is there any updates on this?

Category: Email Management and Outlook Integration

V

I agree, this is very confusing and time consuming for the user.

Category: Email Management and Outlook Integration

V

To reiterate, this is the most basic functionality required to make this app worth anything. The fact that whenever you switch between e-mails, you have to re-click to open the dynamics tab makes this app next to worthless.

Category: Email Management and Outlook Integration

V

To re-iterate everyone else's comments on here, big hole in the app functionality. All users complaining about this.

Category: Email Management and Outlook Integration

V

The lack of an icon indicating an email has been tracked is costing our users time when they conduct their business processes. Often emails are received which are addressed to multiple Dynamics 365 users. Currently, our users are uncertain if an email has been tracked by another user. Each user is consequently forced to check every mail to determine if it has been tracked.

 

Category: Email Management and Outlook Integration

V

This is really a fundamental thing that should already be working

Category: Email Management and Outlook Integration

V

One great leap forward with the mobile app then one great leap back by removing the visual clue that an item was being tracked, my users love the app but not the loss of the tracking icon :(

Category: Email Management and Outlook Integration

V

In the Outlook client you can pin the Dynamics frame to the right hand side. This will show you the status of the selected email as you move through them in the preview list. Not ideal but saves you having to open each one individually.

Category: Email Management and Outlook Integration