Display of Contact entity information in Outlook when synchronized using SSS and Outlook addin


With Dynamics CRM addin for Outlook , when we synchronize the Contacts from Dynamics CRM website - https://tripleidemo.crm.dynamics.com  to Outlook the display name is 'contactname(email address)' in Outlook Contact form and ...

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Category: Administration and Deployment (1)

STATUS DETAILS
New

Tab key doesn't work when creating any record using Dynamics 365 app for Outlook


Tab key doesn't work when creating any record using Dynamics 365 app for Outlook in Outlook or OWA.

when we try to 'set regarding' to a new record----> we create a new record in Dynamics 356 app/light weight app, example contact , after entering the data i...

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2 Comments

Category: App for Outlook (91)

STATUS DETAILS
New

Characters get missed in Dynamics 365 app when we search for any record to do 'set regard' for an email


Characters get missed in Dynamics 365 app/light weight app when we search for any record to do 'set regard' for an email.

 

When we do Set Regarding for any email to any record and we search for that record ---> if we type fast ----> app misses the characters in...

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Category: Activities and Activity Feed (697)

STATUS DETAILS
New

'Unknown recipient' on the Right Side Pane for contact when we click on 'D365 button'


1. Login to Dynamics 365
2. Go to Sales -> Contacts -> Open a contact record
3. Click on 'Email' field which has the Primary Email address populated.
4. A new outlook window would pop-up with the Contact record Email address in the 'To' field.
5. On the Outlook r...

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Category: ()

STATUS DETAILS
New

Number of activity type entity is limited to 5 in Dynamics 365 app for Outlook


Issue- Number of activity type entity is limited to 5 in Dynamics 365 app for Outlook in 8.2 version.

Able to see only 5 activities type entity in Dynamics CRM app for Outlook in OWA and Outlook. 
repro steps
on new email in OWA----> click on D on right hand side...

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1 Comments

Category: App for Outlook (91)

STATUS DETAILS
New

Need search box in Outlook when clicked on 'Dynamics 365 Contacts' using light weight app


Need a search box (like quick find) , when we access 'Dynamics 365 contacts' by clicking on 'Dynamics 365 contacts' in Outlook with D365 (light weight addin) enabled.

We have 'Search box' when we click on' Outlook contacts' (which shows all contacts) , but not when we click on 'Dynamic...

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1 Comments

Category: Search (1)

STATUS DETAILS
New

Incoming email in queue when send by internal user should not be dependent on system settings


Incoming email in CRM queue when send by internal user should not be dependent on system settings "Track emails sent between Dynamics 365 users as two activities", as it creates confusion for the end user when they see two emails in social pane in CASE record. Although we have 'status reason' ...

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Category: Customer Service (34)

STATUS DETAILS
Needs Votes

Recently used items appear on CRMwebsite, it does not replicate to the App immediately


This Feedback is from our customer KBC 1) they want same experience in website as well as Dynamics 365 app for Outlook on OWA or Outlook, they don't want to wait for 4-5 minutes or close the active browser and check again for recently used records. 2) Recent records is at the top in website ...

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Category: App for Outlook (91)

STATUS DETAILS
Needs Votes

“You can't track an appointment created by another user”


“Ask- User A is the organizer of the appointment, who is a Dynamics CRM user as well --send appointment to User B, who is a also Dynamics CRM user and who is a invitee --User B , can’t track the same appointment using Dynamics 365 app for Outlook in OWA or Outlook(Server side Syn...

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Category: App for Outlook (91)

STATUS DETAILS
New

Dynamics 365 document upload in Sharepoint size is 50MB MAX


Issue -"When customer is trying to Upload the document from CRM website to SharePoint , we are hitting the limitation with below information "Maximum upload limit in Dynamics 365 is 50.00MB. Larger files can be uploaded directly in SharePoint." ASK- Can we increased this limit from CRM code s...

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Category: ()

STATUS DETAILS
New