Being able to change the recipient email in sales sequences
It would be very interesting to be able to modify the recipient of an email that is automatically sent in sales insights sequences. For example, to make the recipient the owner of a record. Thanks.
Include Call History in Teams Dialler
Please can we see our call history when opening the Teams Dialler panel in D365 Sales. it would be good to see it where we currently see the "Notes: Once your on a call you'll be able to take notes here" section.
Copilot interaction history gets flushed automatically or can be cleared up in more user-friendly manner.
In D365 Sales Copilot, current design to clear chat history is to clear cache of client's browser. This is very unfriendly for end users as most users keep cache for easy access to other programs used on a daily basis. Moreover, the user experiences are inconsistent in Microsoft even Dynamics ...
Allow Recipient Activity across any Email Activity
In our current environment, when teammates are either using the "Send Direct Email" option or a "Quick Campaign" to send bulk email types, neither offer the Email Engagement function as is currently allowed when sending either a 1-on-1 email or via the Marketing app. This is a loss of product...
Make a native microsoft teams integration
This seems like it might already be in the works as it is mentioned here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales-insights/ However other than this one sentence, I can't find any documentation anywhere about it. "In this release, we'll introduc...