I have only just started working with Dynamics 365 so I have very limited knowledge. My apologies.
I pushed out the Dynamics 365 App for Outlook and I've gone to track a address book contact in Outlook. This worked and I can see the contact created in Dynamics 365.
However, the "Company" field in outlook has not synced with the "Company Name" field in "Contacts" Dynamics 365.
I've searched far and wide for a fix and spent most of the day researching how to fix this.
Is this by design and I need to make a configuration change like creating a relationship between the 2 fields?
I have reinstalled the client and that has not resolved the issue. I also manually created the company name as an account and tried another sync and it didn't pick up the association either.
Can somebody please assist. Many Thanks
Updated: Added in Screen Shots of Synchronization Settings.
[Contact Synchronization Settings Part 1][1]
[Contact Synchronization Settings Part 2][2]
[Contact Synchronization Settings Part 3][3]
[Contact Synchronization Settings Part 4][4]
[Contact Synchronization Settings Part 5][5]
[1]: https://i.stack.imgur.com/KcbFG.png
[2]: https://i.stack.imgur.com/n71l8.png
[3]: https://i.stack.imgur.com/27urf.png
[4]: https://i.stack.imgur.com/yAuFU.png
[5]: https://i.stack.imgur.com/dxqSb.png
When I look at the Dynamics 365 Field in the Sync settings this is what I see:
Parent (Regarding) Bidirectional Company Name (Regarding)
I would expect to see something like this?
Company (Regarding) Bidirectional Company Name (Regarding)
Thanks
Related
I have a customer with multiple users, they have two emails accounts on two differents domains.
One is managed by Office365 : Teams / Calendar, example : #my-business.com
Second is for "secure" communication, exemple : #my-secure-email.com
The second one is really not used very often but the emails sent or received must absolutely not go on Office365 (legal reason)
I want to force user to send emails to *.#my-secure-email.com with second account.
With "on-send Feature" i think i can "block" emails but ideally it should be possible to dynamically change the account used in Outlook according to the recipient's address ?
EDIT to clarify :
Is it possible to change sender account with office-js and "on sender" feature on office365 ?
Is it possible to change sender account direclty in Outlook for Windows based on recipient address ?
Thanks
Guldil
Is it possible to change sender account with office-js and "on sender" feature on office365 ?
No, it is not possible. OfficeJS doesn't provide anything for that.
Is it possible to change sender account direclty in Outlook for Windows based on recipient address ?
Yes, you can choose the sender's account in Outlook manually or by using a VSTO add-in instead. The MailItem.SendUsingAccount property is available in the Outlook object model (available for VBA macros and COM based add-ins). The property allows setting an Account object that represents the account under which the MailItem is to be sent.
But web add-ins work under the context of currently selected item only (or in case of UI-less add-ins what they activated for) and don't provide access to application-wide features like choosing email account to send from.
You can post or vote for an existing feature request on Tech Community where they are considered when the Office dev team go through the planning process. Use the github label: Type: product feature request at https://aka.ms/M365dev-suggestions .
I would like to know if it is possible to associate some customs actions for contacts that satisfy some particular conditions. For example, if the contact has Linkedin profile specified, i would like to show it in its contact window. I don't know if contact window allows such type of customization or not. I have tried it but I haven't been able to achieve it. Could you confirm if such level of customization is possible?
Below an screenshot of the window I am interested in:
You can create a form region in Outlook where you could display the required information about the contact item. Read more about Outlook form regions in the Walkthrough: Design an Outlook form region article.
If that information is absent on the contact item you may prevent the form region from displaying, see How to: Prevent Outlook from displaying a form region.
Be aware, Outlook has already delivered a solution for integrating contacts with LinkedIn profiles. The LinkedIn Outlook Connector lets you add your LinkedIn account to Outlook and displays your connections in the Contacts section of the application. It also provides ways to add new connections through email, and keeps you up-to-date with the status updates of your connections. You can remove the add-in if you no longer want LinkedIn integrated with Outlook.
Read more about social connectors for Outlook in the Outlook Social Connector 2013 provider reference section.
How can I hide the “Add as Lead” in Dynamics 365 app for Outlook?
Screenshot:
If you remove the Lead entity from the Assets/artifacts of App for Outlook (AFO UCI model driven app), then this will not list the Add as Lead option. It will also remove other functionalities related to Lead entity in app. This is the only way, if you wanted to use Lead in other areas of AFO - then this is impossible to hide.
Read more
I removed the Contact, Lead, and Account tables, but I still have the three options "Add as Contact", as so on.
I noticed there is another table called Connection which seems to contain only relationships. Contact, Lead, and Account are in the Connection table as relationships, and the three custom tables that I added to App for Outlook don't appear.
I have the functionality to send an email when the case is created in Dynamics 365 and the regarding is set as the Case which is created.
But in Dynamics 365 App for Outlook, I don't see the regarding field tracked as in the below image:
Set Regarding In Dynamics 365 App For Outlook
Please share your suggestions on this issue.
Usually Tracking is just a clone/copy operation of Outlook object like Email/Appointment to avoid duplicate data entry in Dynamics side. So users will Track or Set Regarding in Outlook to ship that Email/Meeting into Dynamics as an Activity record. In the background, SSS will map the ExchangeId, CRMId for further handshakes. Moreover this is to see all activities in one place like Timeline or Activities view or regarding record.
What you are doing is sending out Email from Dynamics, this is going to be in Dynamics activities view/Timeline under regarding record. But you are not going to get the reverse behavior in Outlook as its not originated there.
Even if you track it again in outlook - it won't recreate in Dynamics. I tested all these in my environment, the same behavior exists.
Further replies/forwards will be auto-tracked like Ankuser said.
Read more: Aaron's Blog series
You will get Tracked when you receive a reply to this email.
For use case Send email from some other user and ask this user to reply back to you in outlook. Once they reply back you will have tracked to particular case.
I would like to prevent outlook from filling the email address field in the auto account setup wizard when domain joined.
An example of my scenario is described here:
http://blogs.technet.com/b/kristinw/archive/2013/04/19/controlling-outlook-autodiscover-behavior.aspx
Is it possible to do so?
The Outlook extensibility model doesn't provide anything for that.
A registry key is available, solution here : http://www.dotnetmikael.com/2015/02/outlook-profiles-prevent-account-setup.html