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.
Enhancing Real-Time SMS Message Visibility for Improved User Experience
Currently, when using the SMS system that retrieves phone numbers from ACS, incoming messages trigger a notification. However, users must manually click on the notification to view the message, creating unnecessary delays in communication.
To optimize efficiency and streamline workflows,...
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...
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...
Having a save button for transcripts of MS Team call
Currently, MS Team Calls record all the conversations and generate the transcript. These transcripts could not be downloaded.
The idea is to add a download button there and the transcripts get saved.
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 ...
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...
Creacion de actividades mediante "Actions" de los resumenes de llamadas en clic to call
Cuando se realiza una llamada en el resumen de la herramienta clic to call, se generan actions, las cuales se crean a modo de sugerencia como próxima actividad con el contenido de la conversación realizada, estas actions son identificadas con apariencia de un hiperlink, pero al seleccionarlas ...
Correccion de keywords en llamadas de clic to call
En los resumenes generados tras realizar una llamada mediante clic to call, se ha detectado que las keywords generadas por la herramienta de forma automática tienen algunos errores ya que se asignan algunas frases o palabras que no fueron dichas durante la llamada, se hace la petición mediante...