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Report for Opportunity Team Member


Dear Microsoft Support,


We are facing an issue while extracting the opportunity when a user gets added as opportunity team member. We are unable to produce a report for opportunity team member without using any third-party tool. We understand that the XRM tool must be used to ...

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Category: Opportunity (220)

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New

Sales Copilot - Set regarding as Mandatory


The necessary field on Dynamics "regarding" is overridden by users when they sync activities through Sales Copilot because there is an option to save without connecting.


Because sales copilot syncs actions without providing account or opportunity specific information, it affec...

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Category: Account, Contact, Calendar and Activity Management (690)

STATUS DETAILS
New