User Profile

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 ...

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Category: Consent and Compliance (55)

STATUS DETAILS
Needs Votes

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 ...

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Category: Email Management and Outlook Integration (308)

STATUS DETAILS
New

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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Category: Email Management and Outlook Integration (308)

STATUS DETAILS
New

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.

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Category: Collaboration including Teams and Office 365 Integration (106)

STATUS DETAILS
New