Email engagement: Tracking email when internal user is in CC fields
Currently, the Email Engagement feature only tracks email interactions when the primary recipient is an activity party such as a Contact, Account, or Lead. However, internal users (User entity) added in the CC field are not tracked, which limits visibility into internal collaboration and commu...
Automatically tracking incoming meeting invites
The D365 App for Outlook does not support tracking an externally organized, recurring meeting at this time being and have to use workaround to archive the outcome.
Work around: You have to open the meeting from the Calendar first, then track from the meeting.
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Copilot workspace - allow changing the session name for entity-based sessions.
It is currently not able to change the session name for entity-based sessions. The default name is the value of the record, which can get confusing when there are a lot of sessions from different entities are opened, we are unable to differentiate which session is from which entity.
Ability to Remove or Hide Unused Sales Qualification Agents in Copilot Studio
Targeted Result
Provide an option in Copilot Studio to remove, archive, or hide unused managed agents (such as Sales Qualification agents) so that the agent list and dashboard view are cleaner and easier to manage.
Actual Result
Cu...