Dynamics 365 Sales

When creating Word Documents using a Document Template - allow filtering and sorting of the related records. If you are creating a Quote document you cannot sort using a sequence attribute or filter to only show a specific product type.

Prevent Server-Side Sync from sending appointment email notifications to external recipients 

When an appointment is created in CRM and an internal user an external contact is added in the required field, we see the external contact receiving an email notification instead of the appointment.

Steps to reproduce the issue.

Creating an appointment in CRM and click on save

1. Create two users in CRM
2. One is internal CRM user
3. Second is external contact
4. Then login to CRM
5. Click on Sales
6. Click on appointment
7. In required we added internal user and external contact
8. And click on save.                                                                                      

Observation:-

We see now that the internal user get the appointment synchronize in the outlook and the external contact get email.

Ask:-

We would like the appointments to synchronize in the same way for external contact as it happens for the internal user.

PLease can you add the ability to track email from a Shared Mailbox using CRM for Outlook. Currently if you try to track an email from a Shared Mailbox you get the following error:
"Only items in the default Microsoft Outlook store can be promoted to Microsoft Dynamics CRM.Item Name=subject".

You are able to track emails that have been sent to a mailbox where the user has delegate permission, but you cannot track from a shared mailbox.

Issue Description: User is unable to track or set regard a task activity created in desktop Outlook using Dynamics 365 App for Outlook

Description:

1. User creates a task activity in desktop Outlook, however he is unable to track or set regard it in Dynamics 365 Online instance using Dynamics 365 App for Outlook. Therefore, no tasks are being sync from desktop Outlook to Dynamics 365 Online instance.

2. As per https://technet.microsoft.com/en-us/library/dn946901.aspx , we are able to track and set regard a task activity using Microsoft Dynamics 365 Outlook Client, however with Dynamics 365 app for Outlook is not possible right now.

3. As it is very important and business required for many users, they would like to track or set regard a task created in Outlook to Dynamics 365 Online instance using dynamics 365 App for Outlook

Ask: Would like to get the feature where users will be able to track and set regard a task created in Outlook into Dynamics 365 Online instance using Dynamics 365 App for Outlook.

In our project a x% of emails are sent encrypted by public authorities.

We do not use Outlook client and the emails are routed directly to CRM as email activities. We then figured out that any encrypted email lands as an email activity with an attachment (.p7m). It is not possible to open/read this attachment, even by a user who has the PKI certificate installed on their local machine. Earlier when the emails were received in Outlook directly, they could open the encrypted emails.

We raised a support ticket with Microsoft and the official reply was that
"Using CRM email router or Server side sync it�s not possible to handle encrypted emails.

We don�t have a way to load the public key from the certificate used for the encryption and for that reason CRM will not be able to do more than extract the smime.p7m attachment
"

I think that handling PKI encrypted email should be considered as a thought in future releases since encryption and privacy issues are only going to increase in fast moving digital times.