Dynamics app for Outlook options


The issue is the following: When you track an email regarding a case either in OWA or Outlook using Dynamics app for Outlook the case name is hyperlinked meaning that the case cannot be open directly in Dynamics CRM from the app when click on the name. The following have been tested on versio...

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Category: Email Management and Outlook Integration (249)

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Needs Votes

Bypassing the throttling limitation from SharePoint for the integration with OneNote


Whenever you implement the integration between Dynamics 365 online and SharePoint online and when you hit 5000 or more documents per entity we might experience resource throttling. This resource throttling can affect other features. For example, Microsoft OneNote integration will not work when t...

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New

Disable "Excel Template" option is disabling the "Run Report" also


I had the following experienced. The customer wanted to disable "Excel Template" button on the Outlook ribbon when using the Dynamics 365 add-in for Outlook. We succeeded to do that by editing the security roles in Dynamics but then we found out that "Run Report" option was turn off as well. Th...

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New

Category tracking is not marking tracked emails with Dynamics app for Outlook


When enabled on the same time Category tracking is not marking in dark-blue color the emails that are tracked manually with Dynamics app for Outlook. Still the only way to see that those emails are tracked, we need to load the app itself. It would be great if category tracking can mark&n...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes

Regarding info to be visible without opening the Dynamics app for Outlook


When using the Dynamics 365 add-in for Outlook the information if the email is track or under which entity is set regarded can be visible in the bottom side of each email. When using the Dynamics app for Outlook (lightweight app) the same can be visible only when we load the app. It would be gr...

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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes

When track emails with Dynamics app for Outlook we cannot see if an email is tracked or not, without opening the app


When we use the old add-in, COM add-in, Dynamics 365 add-in for Outlook, each email that has been tracked, has two little persons icon and we already know that those emails has been tracked at some point of time. Now when using the Dynamics app for Outlook, new app, lightweight app, there is no ...

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1 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes