Bring back the old task integration in outlook
- Entering a task under an Account or Contact, the only info that flows to Outlook is Subject and Due Date. It doesn't give any context regarding the regarding Account or Contact. In the old dynamics 365 for outlook, this was possible.
- Updating the due date of a task doesn't flow to...
STATUS DETAILSNew
Update the calendar in the mobile app
Can there be a way to identify dates a resource is scheduled via the calendar monthly view?
Expected behavior - when user looks at calendar monthly view, there is a visual identifier on the days they are scheduled. I.e. in the month of february, I am scheduled the 10th-15th, a...
Filter Rating Models by Characteristic Selected
Currently when filtering the schedule board by skills, you must pick the rating value after. It pulls in all rating values that might not even be related to the characteristics' rating model.
My suggestion is the following:
- If a characteristic is selected and that c...
STATUS DETAILSNew
Allow emailing to email 1, 2, and 3
We are having issues where response emails always send to a contact's email 1, even if the originating email came from a contact's email 2. This should be aligned like outlook, and the email responses should go to the correct email on the chain, even if it's a contact's email 2 or 3.