Resynchronizing contacts after deleting them in Outlook
Hello, I am using Dynamics 365 for Sales, with the Outlook synchronization enabled for contacts. Recently I have deleted all of my contacts from Outlook in the hopes they would resynchronize back from Dynamics 365 for Sales. However, this doesn't work. Even changing the personal filter, deactiv...
Display tracked label for e-mails that have been tracked by other users of Dynamics 365
We are stumbling upon the following issue: E-mails that were sent to both myself and a couple of colleagues of mine are being tracked in Dynamics 365, but the 'tracked' label is only visible for the user that actually tracked the e-mail himself. When I look at the exact same e-mail in Outlook (w...
Security roles on Products - only show users the products from the business unit they belong to
In Dynamics 365 most records have an 'Owner'. This can be a user or a team (or a business unit). In the security roles, you have the ability to choose whether a user can see/write/create their own records, or set it to Business Unit or Organization. This works well for entities like Accounts and ...
Ability to sort emails in the timeline based on the date they have been received/sent
The idea is to have the ability to sort emails in the timeline of entities like Accounts, Contacts or Opportunities based on the date that they have been received/sent. At the moment, the tracked emails will be sorted based on the date of creation in Dynamics 365 (the date that they have been tra...