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BLaRosa
Contributor
Member since ‎Apr 8, 2021
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  • solutions
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  • Replies
    13
  • Upvotes Given
    59
  • Upvotes Received
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  • Ideas
    3

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Biagio LaRosa

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BLaRosa on September 07, 2025
Workflow to change a user from Core to View only.
I want to use a workflow to change a user with a Core seat to a view-only licence if their last active is more than 60 days ago. I get the error "Custom user properties can only be set for users that have a paid Sales or Service Enterprise seat assi read more
Reply Discussion Workflows
0 upvote
1 Reply
BLaRosa on July 09, 2025
Deep research connector for Microsoft Copilot
In line with the deep research connector for ChatGPT, the same capability for Microsoft Copilot would be brilliant. Copilot and ChatGPT are aligned so this should be relatively easy to implement. Corporate, Enterprise and Government customers ar read more
Reply Idea Contacts & Companies Deals
0 upvote
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BLaRosa
Contributor
May 29, 2025
Reply to Use Microsoft Teams for Calls
@hhiggins Can I get onto the beta for syncing meeting recordings and transcripts please?
BLaRosa
Contributor
May 08, 2025
Reply to How to make it easier and smoother to edit each of items in deal record.
We have a range of data (customer fields) that we need to collect against a Deal that reflect our lines (14) and types (4) of business. All in all t...read more
BLaRosa on April 01, 2025
Limit Ticket creation based on Deal stage
We have an Inbox for Sales Support that receives Tickets from Sales Reps. We need Reps to have completed a range of fields in a Deal before they create a Ticket for Sales Support. Need to block creation of Tickets until there is data in a specifi read more
Reply Idea Tickets
0 upvote
0 Reply
BLaRosa
Contributor
April 01, 2025
Reply to How do I limit Ticket creation from a Deal until the Deal is at a particular stage
We already have fields that are needed, but Reps being Reps, they often hit submit without all of the information needed. I can't easily automate as...read more
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