-
Inconsistent Appointment behavior between Outlook and web clients
When creating an Appointment in CRM Outlook-client the Recipient receives an invitation.
When creating an Appointment in CRM web-client the Recipient DOES NOT receive an invitation.
This inconsistency in behavior of the CRM application between the clients makes it impossible for a salesrep to seamlessly move from the office to mobile.
Modify CRM web-client to behave consistently like the Outlook-client. When creating an Appointment send an invitation to the Recipient. -
Inconsistent Email signature between Outlook and web client
When creating an email in CRM Outlook-client, the user's Signature is included in the email.
When creating an email in CRM web-client, the user must click Apply Email Template, then select from a list of options. The template includes a subject that must be modified in addition to the expected signature lines.
This difference between the Outlook client and the web-client makes it difficult for a salesrep to seamlessly move from the office to mobile.
Provide the ability for each user to select 'Use Outlook Signature' in the Set Personal Options.