Return possibility to disconnect with multiple account selection in account entity
Until a month or so ago it was possible in the account entity to select multiple accounts and disconnect them from a sequence. This option was removed. Now only one account at a time can be disconnected. (Unless you want to disconnect all accounts, in which case you can just deactivate the seq...
Loop function in sequences
About a year ago there was talk of a loop function that could be used in sequences. The way it was explained is that the loop allows you connect one thread in the sequence to another thread. This would reduce redundancies because you may only need to create a certain step once in a sequence. I...
Return possibility for sellers to connect a sequence
Until a few days ago sellers were able to connect a sequence. We have some failsafes in our sequences. If the seller makes certain errors, they get an error message (task to contact Admins). They were able to complete this task, which would end the sequence. Then they had a "connect sequence" ...
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
Activity Subject (Title) should be configurable
When an activity (specifically phone call) is connected (via sequence target step) and is created from Microsoft Teams call, there should be a way to transport the Subject from the Sequence target step to the Activity: Subject (Phone call: Subject) or abitity to predefine/configure it this way...
Enable Sales Accelerator for the Sales mobile app
Many sellers primarily access D365 from their mobile devices, but Sales Accelerator is not supported on mobile. This limits the adoption of this wonderful tool. It would be really helpful if the Sales mobile app could support the Sales Accelerator.
Things render great when yo...
Power portal custom page data is not selecting
We are facing issue unable to select the custom power page data. Team wants to edit the data in custom PowerPage like canvas app data editing.
Up Next Widget - add option to hide "Mark complete" button to control
Have option in "Up Next" widget control in form designer to hide "Mark complete" button.
In some cases, "Mark complete" closes the sequence activity the wrong way.
For example, an email would be closed with a "Completed" status reason rather than "Sent".
Add Voting Buttons functionality to email templates
We would benefit from being able to include the Outlook "Voting Buttons" functionality in the CRM email templates that are sent using Sequence Designer. Customer would be directed to use the voting buttons to indicate if they want a free product sample
Thanks
Sales Accelerator Work List default filters for Due By
In Sales Accelerator in "My Work List" there are 3 filter options for due by (today, from tomorrow or overdue).
Users do not want to have to go in and select the filter they want for “due by” they want all 3 of these checked by default. Curre...