Sequencing Activities that is LinkedIn related to be tracked in Timeline
today when we do sequencing with LinkedIn Activities even it is completed or pending it is not tracked in the timeline
We are requesting it to be tracked in the timeline so it could help us with reporting
Allow sequences to be cloned to new record types
I have several sequences built. They work well for Leads. I would like to use the same sequences to reach out to existing customers. It would take hours to manually re-create each sequence under the "Account" record type. Why is there no functional way to copy a sequence and simply change the ...
Not able to add more than 20 steps in the sequence
We are not able to add more than 20 steps in a sequence for sales accelerator in sales hub. Would like to add this feature so that users can have a sequences with 20 steps in it.
Sequencing. Sales Accelerator able to get data for the past 30, 60, 90 days #2504230010000758
roblem Statement - After 30 days the activity disappears from the sales accelerator and sellers do not know they have an action.
Need: We need a way in the sales accelerator to allow users to see activities older than 30 days.
Posssible solutrion: Include a d...
Sequences Page View to be able to save view and add more columns
- business wanted to save their sequence views on the sequence page so next time when they come back it give the same view
- ability to bring in additional column to the views
Ability to re-run assignment rules for changed records - even if the segment hasn't changed.
It would be helpful if we could trigger Sales Accelerator to re-run the assignment rules for a segment if the record has changed - even if the segment has not. Currently you can specify that assignment rules should be run automatically if a record is newly added to a segment, but this doesn't ...
Add Assignment Rules to the Accounts table in Sales Accelerator
Currently we can set Assignment rules for Leads and Opportunities. We can create segmentation rules for Accounts, but we can't create any assignment rules - this would be very helpful as our accounts are owned by different users based on the territory they fall into geographically and the type...
Possibility to get Notification when a Reminder is due for an Email
Hi,
Email Engagement is Enabled.
If you set a reminder to follow up on an Email I suppose this Reminder should turn up in the Sales Accelerator Work list. However I have not been able to verify that this works as expected, by testing.
It would be nice to...
Automatically Text and email will be available for Order entity in Sales Sequences
Automatically Text and email will be available for Order entity in Sales Sequences
Enable Call Summary Between Two Leads When Scheduled Through Appointment
We have an out-of-the-box (OOB) feature that captures the call summary between two users when it is scheduled through an OOB Teams call. Similarly, we have utilized Copilot for Sales to set a call between two leads, but in Dynamics 365, it is considered an appointment, and the OOB feature is n...