Include Call History in Teams Dialler
Please can we see our call history when opening the Teams Dialler panel in D365 Sales. it would be good to see it where we currently see the "Notes: Once your on a call you'll be able to take notes here" section.
Enhancing Real-Time SMS Message Visibility for Improved User Experience
Currently, when using the SMS system that retrieves phone numbers from ACS, incoming messages trigger a notification. However, users must manually click on the notification to view the message, creating unnecessary delays in communication.
To optimize efficiency and streamline workflows,...
Make a native microsoft teams integration
This seems like it might already be in the works as it is mentioned here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales-insights/ However other than this one sentence, I can't find any documentation anywhere about it. "In this release, we'll introduc...
Keyword: Phrase level matching not just individual word
Currently adding in Keywords for Conversation Intelligence only performs individual word matching. Even if you add in a whole phrase, only single words from that phrase are matched.
Could we have the addition of phrase level matching so we could put multi word keywords in and ...
Can "Draft an email" feature in the email entity also include the "Ask a question detail's result" in it?
The user is using Draft with Copilot to generate an email. The feature functions as expected; however, the t Copilot is not incorporating information from their existing knowledge base, which they rely on for answering “how‑to” queries. Adding a feature request for enabling the draft email wit...
Allow Recipient Activity across any Email Activity
In our current environment, when teammates are either using the "Send Direct Email" option or a "Quick Campaign" to send bulk email types, neither offer the Email Engagement function as is currently allowed when sending either a 1-on-1 email or via the Marketing app. This is a loss of product...
Allow sellers to capture structured call data in Sales Hub calling panel
When sellers make or receive calls from the Sales Hub (Sales Hub Dialer), they should be able to capture structured information directly on the call conversation, such as:
- Call category / outcome
- Follow-up required (yes/no + due date)
- Call summary (seller-...
STATUS DETAILSNew
Having a save button for transcripts of MS Team call
Currently, MS Team Calls record all the conversations and generate the transcript. These transcripts could not be downloaded.
The idea is to add a download button there and the transcripts get saved.
Copilot interaction history gets flushed automatically or can be cleared up in more user-friendly manner.
In D365 Sales Copilot, current design to clear chat history is to clear cache of client's browser. This is very unfriendly for end users as most users keep cache for easy access to other programs used on a daily basis. Moreover, the user experiences are inconsistent in Microsoft even Dynamics ...
Copilot CRM Chat - Activity Data
Dow uses Activities to store Emails and information in CRM, tied to Accounts/Contacts/Leads/Opps. These emails have tons of useful information about our customers, important updates, information about new business, products, markets, etc. When using Copilot Chat in CRM, none of this informatio...