Ken Loh

copilot for sales

Enable functionality to choose Accounts / Opportunities I follow when saving emails into HPD using Copilot for sales, make it easier to look for the record when seller when to save them into dynamics

Schedule Appointment via D365 to have the attendees availibility like how we have it on outlook

Recurring meetings cannot be synced to CRM via Co-pilot. Many sales reps have recurring meetings set up with their customers.

When exporting emails using copilot into dynamics – the functionality to choose Accounts I follow, or Opportunities I follow is not available. It is available when you export contacts from emails, this is creating inconsistency in the tool functionality.

1. business wanted to save their sequence views on the sequence page so next time when they come back it give the same view
2. ability to bring in additional column to the views

roblem Statement - After 30 days the activity disappears from the sales accelerator and sellers do not know they have an action.

Need: We need a way in the sales accelerator to allow users to see activities older than 30 days. 

Posssible solutrion: Include a dropdown in the left hand column to allow sellers to display items in time intervals.

Sequencing. Sales Accelerator able to get data for the past 30, 60, 90 days counted from the due date. Now after 30 days, user is not having visbility for the correspondent assigned tasks if not managed on that period of time

The requirement should be at the time to create sequencing, able to select what is the desired timeframe for that task: 30, 60, or 90 days. 

today when we do sequencing with LinkedIn Activities even it is completed or pending it is not tracked in the timeline

We are requesting it to be tracked in the timeline so it could help us with reporting

When setting a wait period for an activity sequence- the max is 90 days. 

This request is to allow for this to be extended 365 days instead of limiting it to 90 days

1. today when using sequencing it is not always a straight line but we are looking at the input of a specific task / email or just say the input of a specific activity. For example today we made a phone call and that phone call turns out to be positive then we will select a particular input value. Base on that input value then we are going to continue to the next steps of the sequence. Today we are using a nested loop to keep checking if an outcome (custom field) contains value A then it goes to YEs if no then goes to No, then we keep checking and checking and this will make the sequence very hard to build.
2. Imagine today we need sequence to handle 5 different scenario base on the input of the seller and it need to branch out to another sequence it is so hard to build