Possibility to track other CRM users appointments from their calendars
Dear team,
Recently we experience the following issue and we receive an confirmation by Microsoft Dynamics 365 Engineer that the behavior is expected.
This is why we would like to forward this idea to you, hoping that this will be available one day.
We have a person in the...
Dynamics App for Outlook to track entire communication with external users
The following issue has been raised by multiple customers: *User A sends and email from Outlook to User B and track the first email regarding an CRM Account "Microsoft" *Open Sales > Accounts > Microsoft > Activities - the first email send to User B is tracked and visible *User B replies to User...
Search limitation using App for Outlook
Recently we found and confirm a limitation with Dynamics App for Outlook when searching for a record by name. If we have 30 Accounts called "Microsoft" (each one of them is in a different city around the world and has different address), then track new email from OWA or Outlook using Dynamics Ap...
Track Outgoing email in Dynamics App for Outlook on MAC
as per MS article https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook#feature-support-per-client. Dynamics App for Outlook for MAC can only track Received email. I will be good if there is an option also to track Outgoing emails as on ...
Change the root entity name to custom one
In Dynamics CRM we can create a custom Entity (let's say Companies), this will take information from Accounts (since Accounts is the default name). In Dynamics CRM app for Outlook we can see that the entity is visible (Companies), but when I click to search for a record I can still see that it's ...
Change the default preview filed for entity
In Dynamics 365 App for Outlook if we open a record (Account) for example we have the option to see additional information about this record. When we select for example Contact, we have preview information displayed under the name of it such as phone number and Related account. We would like to b...
Export Dynamics 365 CRM Audit History
Recently I had a case where I had to clear extra storage on my instance as it was reaching its limit. I decided to download the Auditing History from Dynamics CRM as it was around 20GB. I noticed that there is not possible (supported) way to download the auditing history from Dynamics CRM Online...