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Post on Timeline when Onenote created/updated
Post to timeline when OneNote is created or updated. -
Attach file from connected Sharepoint site
Ability to attach documents from Sharepoint when creating new emails on a Case, Lead or Opportunity. -
Set marketing form page on lead created from a marketing form
When a user registers through a marketing form published on an external website, we need the lead to have information about which marketing form page (marketing website) it was generated from. When this is missing we need to have 1 to 1 relation from Marketing Form to Marketing Form Page. If the lead gets info from the Marketing Form Page we could use same Marketing Form on multiple pages and still get information about where it came from.
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Track email against multiple environments
Would like to have the possibility to choose which environment to track email to.
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Connect to Copilot highlights data in Dataverse
I want to be able to connect to the Timeline Highlights on a Case from Power BI. Having this would give stakeholders on the case a simple and effective way of getting an overview of the cases they are interested in.
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