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Customer experience | Sales, Customer Insights, CRM CRM On-premises In-app Notification

Last replied 9 Mar 2025 11:06:03 Posted on 9 Mar 2025 07:08:03 by AS-09030705-0 2

I am working with Dynamics 365 CRM on-premises and need assistance with configuring and using in-app notifications. Specifically, I would like to un...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Concern about license Premium and Essential

Last replied 9 Mar 2025 11:00:44 Posted on 7 Mar 2025 02:48:09 by DC-07030241-0 2

Our vendor has informed us that we must use a single license type, specifically Dynamics 365 Business Central Premium, for our entire organization. ...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Access D365 Attachments Using PowerApp or Power Automate

Last replied 9 Mar 2025 10:57:06 Posted on 9 Mar 2025 07:11:32 by MohammedAfeef 18

How can I access attachment files in D365 (such as .docx) from my PowerApp or using Power Automate?

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Customer experience | Sales, Customer Insights, CRM Looking for a way to add more fields to the export segments button in Real Time Marketing

Last replied 9 Mar 2025 10:39:29 Posted on 4 Mar 2025 14:16:48 by CU31101219-0 74

How can I modify the "Export members" button as I would like to add more fields to this export?  Please let me know, thank you.  

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Service | Customer Service, Contact Center, Field Service, Guides Update 'To' and 'From' fields of an existing record using Productivity Automation Macro

Last replied 9 Mar 2025 10:33:27 Posted on 4 Mar 2025 20:27:06 by CU04031932-0 2

Hi   I have been trying to update an existing phone call record using the 'Update Existing Record' block in a Macro.  I have tried thes...

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Customer experience | Sales, Customer Insights, CRM Dynamics Developer Guide

Last replied 9 Mar 2025 10:27:36 Posted on 6 Mar 2025 04:05:22 by JR-06030356-0 2

Please share the link to download Dynamics Developer Guide like scenario to check link between Sales Order tables "SalesTable" and "SalesLine". ...

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Customer experience | Sales, Customer Insights, CRM Delay sending a quick campaign

Last replied 9 Mar 2025 10:23:19 Posted on 4 Mar 2025 21:57:30 by MB-04032155-0 2

Hello -  I would like to create a quick campaign using an email template and marketing list, however I don't want to send it right away - I'd ...

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Customer experience | Sales, Customer Insights, CRM RTM: Where can I find the cancelled registrations?

Last replied 9 Mar 2025 10:18:36 Posted on 6 Mar 2025 16:13:27 by jaa 70

In Outbound-Marketing the cancelled registrations had an overview under the "Registration and attendance" tab:         &n...

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Finance | Project Operations, Human Resources, AX, GP, SL Financial Dimension for currency exchange - Executing Foriegn Currency Revaluataion

Posted on 9 Mar 2025 08:46:33 by Mohamed Shuhaib 51

Hi Everyone    After Executing Foriegn Currency Revaluataion , only main account is showing up in the transactions , Financial Dime...

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Service | Customer Service, Contact Center, Field Service, Guides Error | Customer Service historical analytics

Last replied 9 Mar 2025 06:51:56 Posted on 21 Feb 2025 09:10:13 by Michael Lindholm 44

We've been using the historical analytics to gather and report monthly data. Since some time (I think since the last update a couple of months ago) ...

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