Appointment Insights (Wider Appointment Interaction)


Showing email interaction could be very useful.  It would be really good if this could be extended to Appointments, users would be able see if an Appointment invite has been read, marked as Accepted (or Rejected) and would also see cards for this.

Related to this and I be...

Read more...
0 Comments

Read more...
0 Comments

Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (21)

STATUS DETAILS
New

Custom Alerts / Cards


It would be really useful to be able to create custom alerts or cards for insights.  An example could be to create an alert / card for an Opportunity that has been stuck in a stage (process bar) for a period of time.

The first step would be to be able to raise an alert vi...

Read more...
3 Comments

Read more...
3 Comments

Category: Dynamics Assistant including Studio, Cards, and Teams app (3)

STATUS DETAILS
New