Provide Configurable Control Over Subgrid Auto-Refresh in Dynamics 365 CRM
Issue:
We encountered an issue where product sub-grids in Dynamics 365 Sales automatically refresh approximately every 30 seconds. This happens both in the read-only grid and the in editable grid.
- This behavior is by design for sub-grids
- It cannot be d...
STATUS DETAILSNew
Reintroduce SMS Deduplication
Description:
In the previous outbound marketing app, it was possible to avoid sending multiple SMS messages to the same mobile number—even if that number was associated with multiple accounts or contacts. This was a critical feature to ensure a positive customer experience and avoid un...
Enable Quick Task Creation for Multiple Records from Grid View (Like HubSpot)
Description:
In HubSpot, it's incredibly efficient to create tasks directly from the overview of companies, contacts, opportunities, or leads. You can select one or more records in the grid, click "Create Task," and a quick task creation window appears—allowing you to define the task n...