Do not automatically track an email when creating a new contact from the email itself


In Outlook, when I am reading an email, if the Dynamics 365 for Outlook does not recognize a contact, I can create that contact with the + sign. If I create the contact using that + sing, the email its automatically tracked against that contact. This is very disturbing and frustrating. Creating ...

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Category: Email Management and Outlook Integration (180)

STATUS DETAILS
New

One Note Integrtion for all entities


One Note Integration would be Key for user adpotion, if you can take notes in OneNote and create CRM records using this information directly into the CRM. Being a Microsoft tool, it should be integrated.

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New

Pipeline fields should be only shown as in the previous UCI


New UCI is a HUGE improvement, so congratulations. However, I think one thing was better in the old UCI. I said this base on my experiencie in my company of more than 400 users, using the new UCI for a while now. Before, in the opportunities records, for every stage of the pipeline, you could i...

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Category: Unified Experience: Search, navigation and performance (1028)

STATUS DETAILS
Needs Votes

Change PIPLINE red color


In the new UCI, the color of the PIPELINE is RED. From a user point of view, the RED color means Warning or that Something is Wrong. The color of the PIPELINE should not be RED. Any other color would have beem more appropiate. Even futher, it would be nice to be able to change it to any color t...

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Category: Unified Experience: Search, navigation and performance (1028)

STATUS DETAILS
Needs Votes

Copy a contact from the CRM to the Outlook Contact list


Hi, At the minute, with Dynamics 365 for Outlook, you can see the list of your contacts in outlook and also you have the option to see all contacts in the CRM. However it is not posible to select a contact in the CRM and "download it" to your Outlook contact list. This would be a huge improvem...

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Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New

Rich Text Formatting


Rich Text Formatting should be available for LONG TEXT fields. It is very common to have a field for Discussion Notes, or Despcription or any other Long Text which the user would like to format with Bold, bullet points, indexing, etc. It is a big roadblock for user adoption, so please, would you...

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Category: Unified Experience: Search, navigation and performance (1028)

STATUS DETAILS
Needs Votes