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 ...

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Category: Activities and Activity Feed (697)

STATUS DETAILS
New

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...

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0 Comments

Category: App for Outlook (91)

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Needs Votes

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...

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0 Comments

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0 Comments

Category: App for Outlook (91)

STATUS DETAILS
New

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 ...

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2 Comments

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2 Comments

Category: App for Outlook (91)

STATUS DETAILS
New

Disable tracking of Autoreply messages in Dynamics CRM


Recently i had a case where when sending an email from CRM to one of my contacts (regarding some deal or just update on lead, opportunity, etc.) i receive an Auto reply message from him that he is "Out of the office". It will be a good idea if will be possible in the future to be able to restric...

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0 Comments

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0 Comments

Category: Business Process (0)

STATUS DETAILS
New

Delete option in Marketing List


Recently I had an issue where I wanted to remove a user from a Static Marketing List in Dynamics CRM. Unfortunately there isn't any delete button option (recycle bin icon) and had to go the long way deleting a member of that marketing list. I have to open the marketing list > select on the ...

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0 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes

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 ...

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0 Comments

Category: App for Outlook (91)

STATUS DETAILS
New

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...

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0 Comments

Category: App for Outlook (91)

STATUS DETAILS
New