Add contact to marketing list from dynamics 365 app for outlook


Good afternoon, We used to be able to open a record (contact, account, opp) from the app to the browser version of CRM. In the last update this was removed. The support officer I spoke with said it was removed since we can now see/do everything we can from the browser in the app. Unfortunately ...

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Category: Email Management and Outlook Integration (179)

STATUS DETAILS
New

Ability to customize create opportunity for marketing list members form


When creating Opportunities from a marketing list, the form that pop up used to be the customizable quick create form for Opportunities. Now it is a Modal form which we cannot edit. This is hugely disruptive to our workflow and we would love to see the ability to be able to edit this form again. ...

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Category: Opportunity, Quotes, Orders, Invoices, Products (78)

STATUS DETAILS
New