Ability to extend wait period in sequence setup
When setting a wait period for an activity sequence- the max is 90 days.
This request is to allow for this to be extended 365 days instead of limiting it to 90 days
Sequencing Activities that is LinkedIn related to be tracked in Timeline
today when we do sequencing with LinkedIn Activities even it is completed or pending it is not tracked in the timeline
We are requesting it to be tracked in the timeline so it could help us with reporting
Allow sequences to be cloned to new record types
I have several sequences built. They work well for Leads. I would like to use the same sequences to reach out to existing customers. It would take hours to manually re-create each sequence under the "Account" record type. Why is there no functional way to copy a sequence and simply change the ...
Sequencing. Sales Accelerator able to get data for the past 30, 60, 90 days #2504230010000758
roblem Statement - After 30 days the activity disappears from the sales accelerator and sellers do not know they have an action.
Need: We need a way in the sales accelerator to allow users to see activities older than 30 days.
Posssible solutrion: Include a d...
Sequences Page View to be able to save view and add more columns
- business wanted to save their sequence views on the sequence page so next time when they come back it give the same view
- ability to bring in additional column to the views
Ability to re-run assignment rules for changed records - even if the segment hasn't changed.
It would be helpful if we could trigger Sales Accelerator to re-run the assignment rules for a segment if the record has changed - even if the segment has not. Currently you can specify that assignment rules should be run automatically if a record is newly added to a segment, but this doesn't ...
Enable Call Summary Between Two Leads When Scheduled Through Appointment
We have an out-of-the-box (OOB) feature that captures the call summary between two users when it is scheduled through an OOB Teams call. Similarly, we have utilized Copilot for Sales to set a call between two leads, but in Dynamics 365, it is considered an appointment, and the OOB feature is n...
Drill down to participant on email recipient activity - opens, clicks
It would be nice to see which record who opened or clicked an email in a sequence and other tracked data.
The new sales acceleration powerbi report looks great, we need to be able to drill down and see individual record who opened, clicked, and any other tracked dat...
Better Segment Documentation
There is a lack of documentation for sequences and even moreso for segments.
For instance, it is not clear that a user needs organizational append rights to activity pointer if creating an email for another users in say a parent business unit. Not all rights needed are listed for sequenc...
Simplify connecting accounts to sequence by enabling better page navigation
At the moment what you have to do to connect accounts to a sequence is:
- open sequence
- click on tab "connected accounts"
- click "connect accounts"
- choose view
- mark accounts and click "connect"
When you're done with the first page,...