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Sequence "RE:" Feature to include previous email in the reply email like competitor email systems


Sequence "RE:" Feature to include previous email in the reply email like competitor email systems. Outreach has this feature, it is very common and highly used.

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Category: Sales Accelerator (34)

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New

Basic ability to total products sales and units from order


I do not see a way for product sales to sum products sold over a period of time by Sales (revenue) total or unit total. A very big limitation in using Dynamics 365 sales orders.

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Category: Quotes, Orders, Invoices, Products (34)

STATUS DETAILS
New

Last Activity Calculated Field won't filter Owning Business Unit


Yes we can use a calculated field for last activity to rollup the max date of a contact or account or lead easily (see pic of how in my post below). But the rollup field doesn't allow you to filter the owning business unit. It is very common to have more than one unit in the crm so we need ea...

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Category: Account, Contact, Calendar and Activity Management (702)

STATUS DETAILS
New

Hard Bounce Mgt - Ability to use Marketing 365 Interaction Suppression List


You have the suppression list functionality in Marketing 365 for hard bounces, etc. This should be carried over to be able to be used in D365 for sequences and campaigns or some hard bounce mgt to align for those of us using both systems we need more seamless integration back and forth with li...

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1 Comments

Category: Sales Accelerator (34)

STATUS DETAILS
New

Dynamics Segment too limiting - Should be "dynamic" it only triggers if record is modified


Segments used with sales accelerator give you the logic same as a dynamic marketing list or a M365 segment but it doesn't function dynamically with limitation of only records "modified" after the segment is created are added. I assume this would start again if we updated or edited the segment...

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0 Comments

Category: Sales Accelerator (34)

STATUS DETAILS
New

Schedule a Sequence Start for group of records or records added prior to that time


Need ability to be able to schedule start when we add people. It is inconvenient to not be able to pre-load a group of records ahead of time and then set a send date/time or scheduled releases/delays. Wait is a workaround but not same as being able to work/add records over a period of time and...

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Category: Sales Accelerator (34)

STATUS DETAILS
New

Ignore auto reply in sequences (or give ability to ignore subject content entered eg starts with “auto”


Many times just as a sequence is started or after a few emails, the contact or lead is "out of office" and this if you use the end sequence if responds cannot be used because of this, limiting the usefulness of that great feature to pull out engaged/responders from an email sequence.

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Category: Sales Accelerator (34)

STATUS DETAILS
New

Sequences to Deal with Hard Bounces


We need to be able to identify from bulk email send a hard bounce. Ideally this would work similarly to marking record or even integrate with bounce/hard bounce interaction in marketing 365.


Seems another work around could be similar to other idea of detecting subject for au...

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Category: Sales Accelerator (34)

STATUS DETAILS
New

Modernize Email Template Search, Sort, Save As


It is very time consuming to find the right email template. The search is slow, clunky and too exact.

Please modernize the search of email templates and management of email templates like a "save as" feature.

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
New

Live RTM Journey Edits/Updates for changes to Live Segments & Emails


Currently there are limits once a RTM journey is live to edit segment (audience) and emails; we should be able to:

A. Update the RTM segment connected live RTM journey (this would effect the next records submitted to those journey live) or allow us to pause all the live journeys connecte...

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Category: Customer Journey Design (173)

STATUS DETAILS
New
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