User Profile

Ability to create a custom Appointment form


There is no option to create custom Appointment forms. There are many business that have different user groups, where an Appointment record should be completely different from other business units in the same organization. We should not have to rely on heavy customizations to display this form di...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Prevent Auto Create Contact from Email Sender- block specific domains


We should have the ability to whitelist/configure/block certain domains of email addresses that we auto create contacts for with the Auto Create Contact OnPromote from an Email Sender within personal options.


We need to be able to NOT automatically create contacts with @xxxxxx...

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New

Auto Follow Email from App for Outlook Email Engagements


Email Engagements allows the ability to follow emails. This only happens automatically when sending emails directly from Dynamics. When a user is in App for Outlook, this has to be done manually, only after you have selected to track this record. If you use any type of automatic tracking for i...

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Category: Collaboration including Teams and Office 365 Integration (105)

STATUS DETAILS
New