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We have a use case involving internal users that would greatly benefit from enhanced tracking visibility in the D365 App for Outlook. Here’s a breakdown of the scenario:
When User A sends an email to User B and tracks it using the D365 App for Outlook, setting it regarding a specific record (e.g., an account) in Dynamics, User B is unable to see the "Set Regarding" status or the associated record.
We would like a functionality where:
- If User A tracks an email and sets it regarding a specific record in Dynamics, any internal recipient, such as User B, can:
- See the "Set Regarding" status in their D365 App for Outlook.
- Identify the associated Dynamics record to which the email pertains.
Business Impact
This feature would optimize our workflow and significantly enhance the user experience. It would provide internal teams with greater transparency on communications and help prevent duplicate tracking, improving overall process efficiency.
Thank you for considering this request.
STATUS DETAILS
New