Allow "Record Set" to be enabled on entity views
When viewing a specific entity in Dynamics Sales (Leads in this case), our teammates love the "Open Record Set' option that is available only when you open a specific Lead record. Our younger Producers who often work between 50-100 records in a given day would like that view to be able to sho...
Allow Timeline "Notes" to be visible in Entity view
When viewing an entity List View, such as Leads, our teammates would like to be able to see the Notes field that the Timeline uses so quick notes can be captured across multiple records at a time when viewing the List View and using the Editable Grid view. The benefit of using the Notes in t...
Allow Recipient Activity across any Email Activity
In our current environment, when teammates are either using the "Send Direct Email" option or a "Quick Campaign" to send bulk email types, neither offer the Email Engagement function as is currently allowed when sending either a 1-on-1 email or via the Marketing app. This is a loss of product...
Allow dialing from TEAMS Dialer
When viewing "Contacts" in Dynamics Sales, the Phone column offers a hyperlink for the phone number. We have TEAMS dialer embedded in Dynamics, however, the Browser treats the hyperlinked number as a request to use an outside dialer (like the native TEAMS app in this case) rather than the emb...