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Add a Note uses OCR if photo uploaded


Not new, since this existed briefly in the Dynamics add-in for Teams Mobile, but was then deprecated as far as I know. From a presales perspective, this was an amazing feature for salespeople that preferred to take handwritten notes, as opposed to trying to type them on a laptop in a meeting, or ...

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Category: Mobile Application (67)

STATUS DETAILS
Under Review

Business Process Flow for Marketing Emails and Customer Journeys


Most companies have an internal process for the creation and execution of outbound email campaigns (and hence Customer Journeys in D365 Marketing). Yet there is currently no way to enable Business Process Flows for Marketing Emails or Customer Journeys. It does exist for Event Management which is...

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Category: Setup and Administration (123)

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Needs Votes

Phone call as source for If/then tile in Customer Journeys


Have a customer where phone calls are key part of customer journey, but when a Phone Call activity is placed in a journey, you cannot then have an If/then tile that uses the Phone Call as the source like you can with Emails or Events. I know this is possible in D365 Sales in Sequences (you can us...

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Category: Customer Journey Design (174)

STATUS DETAILS
Needs Votes