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 the...

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Category: Unified Experience: Search, navigation and performance (1130)

STATUS DETAILS
Declined

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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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
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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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes

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: Email Management and Outlook Integration (249)

STATUS DETAILS
Under Review

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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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes

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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Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes

Export Dynamics 365 CRM Audit History


Recently I had a case where I had to clear extra storage on my instance as it was reaching its limit. I decided to download the Auditing History from Dynamics CRM as it was around 20GB. I noticed that there is not possible (supported) way to download the auditing history from Dynamics CRM Online...

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1 Comments

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1 Comments

Category: Reports and analytics (16)

STATUS DETAILS
Declined