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...
Ability to add custom tables to the sequencing feature
Currently, it is not possible to add custom tables to the sequencing feature.
The ability to add custom tables makes the sales process more versatile and leads to improved usability.
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.
Simplify connecting accounts to sequence by enabling better page navigation
At the moment what you have to do to connect accounts to a sequence is:
- open sequence
- click on tab "connected accounts"
- click "connect accounts"
- choose view
- mark accounts and click "connect"
When you're done with the first page,...
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
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...