Ability to remove email address from email record to "unlink" from contact
Some form of functionality that if an email has been tracked into the system and an email address of someone in that email was included but is not relevant to them, to be able to go to the email record and remove their email address so that's its not related to them, and does not show on their...
Hide the "Search Copilot for Sales" option for the Outlook Monthly Enterprise Channel
I would like to suggest to hide the Copilot for Sales options that are not available for my channel.
Benefits:
- Without the option, there won't be unnecessary confusions, as such options will return an unclear error when clicked on
- Presents the add...
STATUS DETAILSNew
Allow for email addresses resolving to Contact records first instead of users
I would like to suggest for the option, perhaps toggleable, for emails to resolve to Contact records first instead of User records.
Benefit: this function would help greatly in those cases where internal teams need to collaborate with each other for internal issues, and commun...
manage Dynamics 365 sales File storage improvement
Hi there
We love Dynamics 365 and we keep loads of information on the database, and sometimes spam too, we reach our storage capacity, and to be able to manage that, we would like to suggest a Windows file explorer type of functionality to be able to see on what arquives /emai...
Outlook Application Copilot for Sales for Cross-Tenant Users doesn't work
Dynamics 365 App for Outlook is not supported for cross-tenant configurations.
Since the feature is offered in all Outlook, it would be convenient to be able to choose the tenant and the environment.
This option would give more flexibility for large companies to organize the worksp...
Marketing lists - criteria to change dynamically when saved view is updated
We can create a Marketing List with criteria from a saved view. However, if the criteria of that view changes, nothing happens to the criteria of the Marketing List. We have a workaround, which is to reselect the saved view, but we would prefer it if the marketing list criteria updated autom...
Edit/Change Default Columns for Email Type and Viewable By OR respect settings from start from existing templ
When creating a new template, we'd like to control 2 default fields/columns. Column: Email type is always "user" and Viewable by (permission level - ispersonal column) is always Individual - we'd like to have the new default columns to be ex. "contact" and "organization" is our preference. As...
Add A Flag To Dataverse Email Table
There should be a flag on the Email table that indicates how the email got into CRM. Currently, Sales has 3 methods to push an email into CRM, 1) adding the "Tracked to Dynamics 365" category to their inbox email, 2) Dynamics 365 App for Outlook, and 3) Copilot for Sales.
it ...
Tagging emails in outlook to CRM
Being able to tag to more than one organisation or stakeholder or to both from within outlook
Email tracking for Closed Opportunity
Please enable tracking of emails directly from Outlook via Copilot for sales to Closed Opportunities in Dynamics 365. This will help to keep the information on customer relationship progress complete even after winning the respective business deal. Thank you