Clarification on interface of SQA segment and normal seller segments will be appreciated.
Currently, if a lead is qualified for the Sales Qualification Agent (SQA)'s segment. Then re-segmentation will not be applied if that lead matches a normal sales segment (belongs to Sequence module).
While it's a system choice, we'd appreciate if there's clarification in 2 ar...
Support Multiple Forms for the Same Entity in Copilot for Sales Record Creation from Outlook
Many organizations use a single Dataverse entity (such as Lead) across multiple Model-Driven Apps (MDAs), business units, or business processes. Each application often requires a different form, set of fields, and business-specific information.
Currently, Copilot for Sales in Outlook all...
CopyPaste from RTE in CRM to other application does not work when pictures are included.
When users copying content from CRM RTE control and pasting to other application only text is copied and images are not copied.
After raising ticket MS mentioned this scenario is internally and confirmed with the engineering and product group teams...
Make the Microsoft triggered experience survey prompt seeing after lead qualification configurable or suppressible with a setting
Some users have a systematic Microsoft triggered experience survey prompt for EACH lead qualification.
According to the support enginner team, this trigger is not configurable or suppressible through any out‑of‑the‑box setting available to customers or to the Microsoft Support team. "The...
Sales Qualification Agent. More agents per environment
We have started using the Sales Qualification Agent. So far it looks promising.
One draback is that we can only set up one agent per environment.
Our sales department works with many different segments in many different industries.
We therefore see the need to set up several ...
SMS ability in Dynamics 365 Sales
Hello,
Dynamics 365 Sales has the feature we as customers can enable and start using with simple configuration for existing providers such as: Azure communication services, Twilio etc. We have implemented it using ACS and our agents love it.
Immediately aft...
Allow Multiple Owners for Leads (Co-Ownership Feature)
Description:
Currently, Dynamics 365 only supports a single owner per lead, which limits collaboration in sales teams. While Access Teams and record sharing provide partial solutions, they do not allow the lead to appear in both users’ standard “My Leads” view or repor...
Ability to Customize the "Convert to Lead" Dialog
Currently, when using the Convert to Lead dialog, certain fields such as Last Name are marked as required. Even after changing the Lead entity field requirement from Business Required to Optional, the dialog continues to enforce the requirement.
This behavior is confusing and ...
MSD leads
1) Email directly from MSD to the client(Integration of Outlook to MSD). Reason we have like 50 leads and it becomes tedious to send it to all clients individually by copy pasting emails individually.
2) MSD should have templates which can be added or customized from us.
3) The nam...
Lead Qualification Experience in D365 Sales
When configuring the new lead qualification experience in Dynamics 365 Sales, using the following configurations:
- Prevent creating multiple opportunities from the same lead.
- Restrict users from editing the opportunity before qualification.
- The new Lead...
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