Extend Teams dialer support to custom entities in model-driven apps (Sales Accelerator / Conversation Intelligence)
The Teams dialer is currently blocked on custom entities, which creates two significant problems for organisations using custom tables with the Sales Accelerator:
1. Up Next widget Call button breaks on custom entities when Teams calling is enabled.
When Teams cal...
Automatically link the Call Attendee to the corresponding lead/contact record
Description:
When making a call from the Dynamics 365 dialer while working in a lead or contact record, the dialer correctly shows the record as "Connected to" during the call. However, once the call ends and the Phone Call activity is created, the attendee in the Conver...
AI-Powered Automatic CRM Meeting Summaries and Action Item Generation
Dynamics 365 should provide a built-in AI-powered capability that automatically summarizes meetings, calls, and email conversations and updates CRM records with key insights and follow-up actions.
Currently, sales representatives spend significant time manually entering notes, summarizin...
Allow sellers to capture structured call data in Sales Hub calling panel
When sellers make or receive calls from the Sales Hub (Sales Hub Dialer), they should be able to capture structured information directly on the call conversation, such as:
- Call category / outcome
- Follow-up required (yes/no + due date)
- Call summary (seller-...
STATUS DETAILSNew
Microsoft co-pilot Bluetooth plushie
Microsoft copilot adorable Bluetooth plushie. You connected up to your account.. I think he would be really great as a plushie that lights up and changes colors and then you can get accessories maybe even have them with a Bluetooth device internally so you could link them up and have him talk...
Can "Draft an email" feature in the email entity also include the "Ask a question detail's result" in it?
The user is using Draft with Copilot to generate an email. The feature functions as expected; however, the t Copilot is not incorporating information from their existing knowledge base, which they rely on for answering “how‑to” queries. Adding a feature request for enabling the draft email wit...
Keyword: Phrase level matching not just individual word
Currently adding in Keywords for Conversation Intelligence only performs individual word matching. Even if you add in a whole phrase, only single words from that phrase are matched.
Could we have the addition of phrase level matching so we could put multi word keywords in and ...
Copilot CRM Chat - Activity Data
Dow uses Activities to store Emails and information in CRM, tied to Accounts/Contacts/Leads/Opps. These emails have tons of useful information about our customers, important updates, information about new business, products, markets, etc. When using Copilot Chat in CRM, none of this informatio...
Expand SMS input field
When using the out of the box text message feature to engage with customers, the send/conversation window provides a very tiny message input box of only 2-3 lines of text. Would like to either increase the default input box or configuration options to increase the size as needed.
Call Recording Notification Voice Options
Currently there is only one option to enable or disable recording notification for customers which plays an audio message when recording begins to let customers know they are being recorded.
B...