Teams Meeting Link Need to Generate: Book on Behalf
Currently if the 'Organiser' and 'Owner' of the meeting is not the person creating/enabling the Teams Meeting appointment, the 'Join Meeting' Teams links do not generate in the appointment.
Need to provide the ability for another person to "book on behalf" and have the links g...
Sales Copilot - Set regarding as Mandatory
The necessary field on Dynamics "regarding" is overridden by users when they sync activities through Sales Copilot because there is an option to save without connecting.
Because sales copilot syncs actions without providing account or opportunity specific information, it affec...
Account Planning Capabilities
To be a leader in their industry, enterprise accounts perform strategic account planning and accordingly plan their sales force activities. Our product does not offer out of box capabilities to perform strategic account planning activities without doing extensive customizations. We also don�t hav...
Ability to pin 'Activities' as a tab when you click on an Account or Contact profile
When clicking on an account or contact, we find the Activities Tab very helpful at clearly setting out the emails, activities and meetings associated with the account / contact. We feel it is much clearer and easier to navigate than the 'timeline' which features on the summary page.
Allow Tracking Recurring appointments in Outlook using Sales Copilot
Right now, no provision to track Recurring meetings through sales copilot. It would be great to have that
Allow Email Engagement feature for Bulk Email through Dynamics CRM
Currently, Email Engagement feature only works for individual email. When Bulk emails are sent, the feature does not work. This is a shame because we pay for extra to avail Email engagement feature and it is quite limited at the moment. This would be great and efficient to know about Email, ...
D365CE Account hierarchy - possibility to filter inactive accounts
Now in Account hierarchy all Accounts active and inactive look similar. Earlier there was a lock marking in the box of inactive accounts. It would be great to filter inactive accounts away from active accounts.
Download Org Chart form Account and contact Entity
Org Chart should be downloaded from Account and contact Entity in any of the format (PDF/PPT)
Links to accounts across Sales Hub and Team Member App
Since Microsoft released the Team Member App and enforced the restrictions on the team member licenses it is no longer possible to send a link from within an account using the build in "email link" function in Sales hub to a user with a team member license (and thus using the Team member app). ...
Sales Calendar - Yearly selector in calendar view
I would like to obtain data on a yearly basis from the calendar. Currently, we only have three options available: single day, full week, and full month.
I would greatly appreciate it if you could consider prioritizing this request.