Georgi Kostadinov

We have a use case involving internal users that would greatly benefit from enhanced tracking visibility in the D365 App for Outlook. Here’s a breakdown of the scenario:

When User A sends an email to User B and tracks it using the D365 App for Outlook, setting it regarding a specific record (e.g., an account) in Dynamics, User B is unable to see the "Set Regarding" status or the associated record.

We would like a functionality where:

1. If User A tracks an email and sets it regarding a specific record in Dynamics, any internal recipient, such as User B, can:

• See the "Set Regarding" status in their D365 App for Outlook.
• Identify the associated Dynamics record to which the email pertains.

Business Impact

This feature would optimize our workflow and significantly enhance the user experience. It would provide internal teams with greater transparency on communications and help prevent duplicate tracking, improving overall process efficiency.

Thank you for considering this request.

Dear Development Team,

I would like to raise an important issue regarding the use of the D365 App for Outlook (Office Add-in) within our organization. Currently, our security team has implemented restrictions that prevent the use of connected experiences due to business and security concerns. However, we are facing a significant challenge as this policy is directly impacting the functionality of the D365 App for Outlook.

Issue:

When the connected experiences are blocked, the D365 App for Outlook is not visible in Outlook, making it completely unusable. This has created a critical obstacle for approximately 2000 users who rely on the app for their day-to-day operations. As a result, their work efficiency is compromised, and this is having a broader impact on business operations.

Business Impact:

• Approximately 2000 users are affected, resulting in a significant number of employees unable to fully utilize the app.
• The inability to use the D365 App for Outlook is hindering employees' productivity and workflow, which is detrimental to their tasks and responsibilities.
• This is causing frustration and potentially increasing the risk of errors due to reliance on less efficient tools.

We would like to request a solution that allows the D365 App for Outlook to function without the need to enable connected experiences. Ideally, we would like to retain our current security policies and restrictions while ensuring that this app can be used without compromising security or business requirements.

This issue is causing ongoing disruptions to our operations, and we hope that a viable solution can be found to support the app's functionality while maintaining our security protocols. We appreciate your attention to this matter and look forward to your feedback.

Description:

Currently, in Customer Insights - Data, there is no consolidated view to check which segments are being exported. Users have to manually click through each export individually to verify the included segments, which is inefficient—especially for organizations managing a large number of exports.

Problem statement:

• No centralized view to see which segments are included in exports.
• Users must manually check each export, which is time-consuming and impractical when managing multiple exports (e.g., 100+).
• Lack of visibility makes it difficult to track and manage segment exports efficiently.

Proposed solution:

Introduce a unified export overview where users can:

1. See a list of all exports along with the segments they include.
2. Filter or search by segment names to quickly find relevant exports.
3. Optionally, export this overview for reporting and tracking purposes.