Suggested by M Fonsell – New
Feature Request: Configurable Email Banner for Copilot for Sales (Dynamics 365 + Outlook)
Summary:
The current "Add Contact" / "Save Email" banner in Copilot for Sales only appears for the first two external emails per user per day. This limitation reduces its usefulness for users with high daily email volume.
Requested Enhancements:
- Configurable Frequency – Allow users/admins to set how often the banner appears per day.
- Wider Coverage – Extend banner visibility to meetings/appointment activities, and contacts.
- Clear Documentation – Provide guidance on current banner behavior and configuration options.
Impact:
Improves CRM data capture, supports high-volume users, and enhances productivity.