• Email Template - Automatic emails

    It would be great if we could have an filter option to set if a organizational email template is displayed in the dialogue of insert email template while creating a new email or not.

    For example I have a organizational template for the installed user language package English but I do not have an installed language package Arabic and I want to send out a current status update which is maybe not configured for all status changes.

    Based on the primary contact whose preferred languages is arabic I may want to filter the templates by the preferred language and not by the language of the user. Maybe I am able to speak a language which is not installed and I want to use the email language, because for example I am a bilingual speaking person.

    In addition to that I want to choose in the Email Template the User Language as well as the Customer Language and have the possibility to mark these email templates as automatic email templates which means that this template will not be shown per default in the insert email dialogue.

    It would then be great if the User can filter by himself within the dialogue to Users language (same Option Set as current), customers language (Should be customizable e.g. if Language is on the Contact a Option Set or a Lookup) and show automatic email templates yes/no.

    To make a long story short: Additional customizable Filter Criterias on the Dialog "Insert Email Template" would improve the user experience significantly.

  • Application Tab Template Configuration for Session

    Within a Mutli-Session App the Application Tab Template should have the possibility to have a Parameter to update the Tabs.

    The Paramater should reload the Tab in the Multi-Session on save or on change of the in the Application Tab Template defined lookup of the entity record.


  • Forward E-Mail to Queue Mailbox

    When forwarding an email from a systemuser or an employee to a dedicated service email address it would be beneficial to have the possibility to get the initial email address and not the one of the forwarder.

    It would be great to have a setting therefore in place.

    Therefore in the Incoming Mail the Customers Mail Contact/Account would be populated in the from field of the Email.


    Scenario:

    Customer writes an email to an employee because he knows his email address. The employee is not working proactive on cases or maybe even does not have Dynamics access. The employee should be able to forward the customers email to the dicated support mail address. Within the e-mail Settings for the queue it should be possible to set the option to get previous mailsender. The Options of creating a case or opportunity out of the incoming mail would be great.

    you can then use the convert to case/opportunity or via Automatic record creation and update rule the correct customers Mailaddress.