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.
Customizing the display of sales sequences on forms
Currently, it is not possible to customize the display of the sales sequence-related sections on the Opportunity form or the types of activities that can be selected.
Implementing this feature will make it more convenient for users.
Sequence "RE:" Feature to include previous email in the reply email like competitor email systems
Sequence "RE:" Feature to include previous email in the reply email like competitor email systems. Outreach has this feature, it is very common and highly used.
Sequences - Add Titles or Descriptions to "Field value" Conditions and "Update field" steps
Now that Users are able to preview Sequence steps, we should be able to add Titles or Descriptions to actions like "Field Value" conditions and "Update Field". Currently there is no way for End Users to know what condition is being evaluated or what field is updating.
Sequences to Deal with Hard Bounces
We need to be able to identify from bulk email send a hard bounce. Ideally this would work similarly to marking record or even integrate with bounce/hard bounce interaction in marketing 365.
Seems another work around could be similar to other idea of detecting subject for au...
Segment conditions set to date field - error
In Sales - Segments:
By setting the conditions for the date-only field type = Today, records that have the date set to tomorrow rather than today are added to the segment. I detected this error on two tenants.
https://community.dynamics.com/api/data/v9.1/msdy...
Option to change or customize default list/view of sales accelerator “My work list”
The Sales accelerator default “My work list” displays activities which are due today and overdue. There is option for end users to filter by due by today, tomorrow, or overdue but it cannot be set as default.
Recommendation:
- Option to change or cus...
STATUS DETAILSNew
Sales Accelerator Sequencing - Out of the office detection, Pause sequences, Automatically resume sequences after a period of time of out of office.
Sales Accelerator Sequencing -
- Out of the office detection
- Pause sequences.
- Automatically resume sequences after a period of time of out of office