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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU04030504-0 0

New to dynamics, i am trying to export the customer insights - Journey data and create relational database, How can we do it.    

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by PL-27021050-0 0

I’m making a form in CIJ that will create a new lead and save some product data provided by the submitter in a custom table related to the lead. &n...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by DW-25021437-0 2

Hello,   I want to utilise the calendar content functionality on an event that creates the iCal file to be included in a confirmation email. ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by HB-24021459-0 0

We converted from NetSuite to CRM.  We are attempting to create buyer/site associations.  We had the ability in NetSuite associate sites w...

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Service | Customer Service, Contact Center, Field Service, Guides

Last replied Posted on by SD-20091228-0 9

Steps to reproduce the bug: Go to Dynamics 365 → Copilot Service Admin Center → Channels → Accounts → Add Account. When I enter the App ID and ...

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Service | Customer Service, Contact Center, Field Service, Guides

Last replied Posted on by HSVI 1

Hi all, We’re seeing unexpected behavior with Queue Overflow handling for voice work items. We have a queue overflow configured to trigger after 60...

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Unanswered
Microsoft Dynamics 365 | Integration, Dataverse, and general topics

Posted on by unicorn_tech 91

Hello.   I opened a ticket several weeks ago, concerning missing audit records.  The agents kept assigning my case to other agents, send...

0
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Finance | Project Operations, Human Resources, AX, GP, SL

Last replied Posted on by LB developer 382

Dear experts,   Do you know how to use this .md file in copilot studio? raw.githubusercontent.com/mafzaal/d365fo-mcp-prompts/refs/heads/main...

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Unanswered
Finance | Project Operations, Human Resources, AX, GP, SL

Last replied Posted on by MH-26051226-0 58

I faced slow performance in entry creation function, the restarted was recommended by expert and once we did we couldn't access application again. T...

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Finance | Project Operations, Human Resources, AX, GP, SL

Last replied Posted on by CU10121822-0 282

Hi team,   As per the customer discussion, we need to build inquiry report.   Please let me know  1. What means by inquiry repor...

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