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The "Set Personal Options" for the Outlook/CRM add-in does not have any means to be set globally.

This lack of functionallity requires us to have 50 individual users of varying technical capabilities located all over the world attempt to do it themselves based upon our written/verbal directions.

Almost all other MS products have global options or Group Policy templates so the corpate IT dept can set thier options correctly without distribing users.

I can use the existing group policy templates for many outlook settings but now CRM :(

STATUS DETAILS
Declined
Ideas Administrator

Thanks for the feedback. we are not planning any new enhancements to outlook client.

Comments

K

Thanks for your suggestion. This has been in our radar among other features that would streamline admin options. Since we are on lock for the current release this would be something we would have to look at in our next one. Once again, thank you for your suggestion.

Category: Microsoft Office Integration

K

That's a very very important feature! In our custom projects every time we have the problem, that beginners have forgotten to set "Automatically create records" - the result: a lot of duplicates. In addition they are not able to set the right offline filters, so they are generating lots of tickets with "I don't have CRM records in my Outlook client" or "Why suddenly I have so much contacts in my smartphone".

Category: Microsoft Office Integration