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.
Create reminders
Being able to create alerts or memos for members for a certain date and the system releases them to us on the defined date as an alert, or a reminder.
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, ...
Appointment - no automatically email
When creating an appointment, an invitation is usually sent directly to the customer as soon as an email is stored. However, there are exceptions where invitations should not be sent.
If an appointment has already taken place, you should still record the appointment but withou...
Lookup option in Recent Used Items
Update the way that the underlying system logic behavior works, when the actions of selecting a record from an advanced lookup and opening/creating a new record, to improve the Lookup option for Recent Used Items.
When selecting a record, it typically entails clicking on a spe...
Business Card scanning of photos
In addition to taking a photo to scan in, it would be great if the hundreds I've taken prior to D365 Sales could be imported using a similar method. Or is it hidden!?
Address input component
Enable the Address Input component to be added to more than one address.
Whilst editing the Account form, I was only able to add the component on Address 1: Street 1 as it wasn't available for Address 2: Street 1.
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.
Add ”Result” field to main view on Sales app
Our sales people would like to be able to add/edit ”result” field directly on Quick view. This would make them save time on their daily work. On company level we are talking big time savings.
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