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Marketing to Leads & Emailing to other Email address fields


  1. There is a need for us to market to leads > not just contacts.
  2. Also, the ability to email to other email address fields in D365 for a single contact depending on the service we are providing to a client is very important to our business without creating duplicate contacts for a si...

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    Category: Sales (870)

    STATUS DETAILS
    Needs Votes

Change resource name


Instead of selecting 'Generic Resource' to send to request a resource is it possible to change the name from 'Generic Resource' to 'Resource Request' or something similar.

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Category: Project Resource Management (533)

STATUS DETAILS
New

Schedule Board - Allow a client short name to show on the schedule board


In the Hourly, Daily, Weekly, and Monthly Schedule Boards - we need to see in a single line on the schedule board that allows us to use a short name rather than the full client name - some client names are too long and make the schedule board look cluttered.

Maybe adding a short name in ...

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Category: Project Resource Management (533)

STATUS DETAILS
New

ON24 Integration with Real Time Marketing required


We have just been told us today (April 30, 2025 deadline for Real Time Marketing is June 30th, 2025) by Microsoft that the event management tool we selected to use for our event management ON24 will not integrate with Real Time Marketing. We use this service extensively and we require integrat...

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3 Comments

Category: Event Planning and Management (232)

STATUS DETAILS
New