Copilot for Sales - Limitation when saving inline attachments in an email to CRM
Hi Dynamics 365 community,
Currently, Copilot for Sales (C4S) doesn't provide full support with saving inline attachments, such as images or files that are displayed or pasted in the body of an email to CRM apps. For your reference: ht...
Ability to select a hotline number from the Teams dial pad within the Dynamics 365 Teams Dialer integration
When using MS Teams application, a hotline number dropdown is available before the user place the call. This is a important feature specially for those who want to have a single number recognized by customers.
In D365 Teams Dialer integration, the dropdown selection is not av...
Make the Teams Dialer customizable
E.g. when receiving an incoming call through the Teams Dialer you only get to see the Contact Name of the caller. It should be possible to present the Contact's Account Name in an additional field.
Update Teams call notification settings: When notifications are visible in D365 Teams, they should not appear in Microsoft Teams
Users who have both Teams and Dynamics 365 open in their browser receive duplicate call notifications — one in Teams and one in the Dynamics 365 app. There should be an option to disable Teams notifications when Dynamics 365 is open.
Make Delegate Mailboxes available in Copilot for Sales
Currently, Copilot for Sales is only available on a user's primary mailbox. Allowing users with Delegate Access to another team member's mailbox to use Copilot for Sales on their behalf would be a huge benefit. Many secretaries and administrative staff have Delegate Access to account manager's...
Copilot for Sales - Record Lookup
We need the ability to fine-tune searching in the Copilot for Sales App in Outlook. When users create new Contacts or attempt to save emails to Dynamics 365, they need to search for the appropriate CRM records. This is particularly an issue for Accounts. With thousands of records to choose fro...
Allow selecting the target app for CRM record links when starting a chat in Teams
When creating a chat in Microsoft Teams related to a CRM (Dynamics 365) record, a link to that record is automatically sent to the chat. However, this link redirects the user to the last opened model-driven app instead of the one intended for the record (e.g., Sales Hub, Customer Serv...
Change Microsoft Teams dialer behavior to allow set up the notifications
The Microsoft Teams dialer functions similarly to a Microsoft Teams client within Dynamics 365, which is a great feature. However, end users are typically connected to both the Microsoft Teams app and Dynamics 365. When they receive an incoming call, they get two different notifications: one f...
Team Dial call is navigating to Teams application when start the call from CRM
Team Dial call is navigating to Teams application when start the call from CRM when applied customization
Make Copilot for Sales available in Outlook Mobile
It would be beneficial to have Copilot for Sales functionality available in Outlook Mobile like it's in new Outlook and Outlook OWA.