Add an email consent record for a whole domain
It would be helpful to be able to opt-out email addresses at the domain level if needed.
We have requests not to send email marketing to whole companies/organisations, currently we can opt-out existing contacts and leads, but if new leads are imported later on they will not be opted-out ...
Allow specific contacts to be excluded from Automatic Email tracking rules
We have internal staff included as Contacts within our CRM as well as Users - this was needed so that internal staff can also be sent copies of Email Marketing emails sent through D365 Customer Insights - Journeys.
As our users mostly have their Personal Email settings set to ...
Sales Copilot Outlook App to include option to stop automatic tracking/saving of sent email
We have enabled to the Automatic Tracking of Sent Items according to this document:
https://learn.microsoft.com/en-gb/power-platform/admin/track-sent-folder-items
However there are occasions when a user does not want the email they are composing to be tracked.
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To be able to pin specific MS Teams channels to a Dashboard
With the integrated MS Teams collaboration that we now have in Dynamics Sales, it would be great if there was a way to pin a few Teams channels to a Dashboard element. Or to have a Teams chat panel element you could add onto a Dashboard linked to a specific channel.
View contact email interactions on the parent account timeline & insights tab
Currently real-time email interactions (opens, clicks etc) to contacts are only displayed on the contact timeline and insights tab - they aren't shown on the parent account.
It would be much more useful to sales team to have this rolled-up to the parent account so they have an overview o...