13

Sales Accelerator for Accounts

Would like the ability to add sequences for accounts that already exist. This can help with customer experience groups etc. to onboard and nurture accounts.

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6 Comments

Read more... 6 Comments

Category: Sales Accelerator (9)

STATUS DETAILS
Needs Votes
12

Add Send Automated Email to Contacts (only in leads right now)

Major need. Most of us have more contacts than leads we need to automated email responses like customer satisfaction or followups to Contacts.

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5 Comments

Read more... 5 Comments

Category: Sales Accelerator (9)

STATUS DETAILS
New
9

Power BI Sales Report Security Customizations

Customize the Dynamics 365 Sales Usage Power BI report security. We need users with a specific security role (National) to only see their own data and users with another (International) security role to see only data from their own business unit. Currently we are unable to change or remove any...

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0 Comments

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Category: Sales Accelerator (9)

STATUS DETAILS
New
2

Allow sequences to respect contact communication preferences

Contacts have a preferred communication method. They also have a range of Do Not Call and Do Not Email opt-in/out processes.

Once a sequence has started, these preferences can and often do change, and change back.


Predefining the next sequence as a phone calls or emai...

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0 Comments

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Category: Sales Accelerator (9)

STATUS DETAILS
New
2

Thread Follow up Emails to make it more personalized for sales sequences

Thread Follow up Emails to make it more personalized for sales sequences, an option to make Email 2 after Email 1 in a sequence a reply / thread email or new email.

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0 Comments

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Category: Sales Accelerator (9)

STATUS DETAILS
New
2

Sales Insights - Sequence owner assignment

Hello,


I would love to have the option to change the owner on the sequence activities instead of assigning it to the Lead or Opportunity owner. Often these activities may require other sales team members to perform the phone call, email or task.


Thanks

...

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1 Comments

Read more... 1 Comments

Category: Sales Accelerator (9)

STATUS DETAILS
New
2

Create a "select /check all" fields button/option under leads or calls menu, and enable simple 1 click "call re-schedule" for multiple leads with "outstanding calls" - It would save time for sales staff

While using GoodLife Dynamics, the staff needs to schedule sales calls. Sometimes, due to other work duties, all calls cannot be completed, and they go into overdue status. Tableau (which seems to be one of the ways how the employer tracks employee's productivity), only tracks calls made that a...

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0 Comments

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Category: Sales Accelerator (9)

STATUS DETAILS
New
1

Make 90-day delay-snooze limit configurable

Please allow the 90-day limit placed on sequences (when created and edited, or when later active) to be configurable by the environment admin.


Currently the 90day limit appears to be an arbitrary hard-coded decision by MS developers.


We have use cases where 90...

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0 Comments

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Category: Sales Accelerator (9)

STATUS DETAILS
New
1

Lead Outlook Synchronisation as Task

One of the discussions we had if ever you could sync a lead as an outlook task?

Yes, you could create a workflow that makes a task for a lead but if the lead has a est closed date to have e.g. this one as a due date on the task for a seller popping up in his outlook opening it up and nav...

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0 Comments

Read more... 0 Comments

Category: Sales Accelerator (9)

STATUS DETAILS
New