Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Michel John 27

Hello Everyone, I have a small business and Using CRM to manage my business. Now I am growing my business into from small to mid size. Now I want to automate the business with dynamics 365 CRM. Here I want to know an answer of my question. The que...

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Posted on by NB-05122057-0 0

My company is in the process of adopting Dynamics 365. I have been tasked with a portion of its development and understanding how the tools works. I ...

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Posted on by SM-05121848-0 2

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Posted on by AL-27120333 4

I attempted several methods to import data into Dynamics 365 Sales Professional but consistently encountered error messages, even when using Dataver...

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Last replied Posted on by DG-04121528-0 4

Hi all   We have without doing any changes following problems: Within the entity opportunity (all other works), user can not save changes or ...

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Last replied Posted on by RA-04121308-0 6

Hello. When I want to close Opportunity with Close as Won button on the ribbon, it opens a pop-up window. I want it to be opened as side panel. Bu...

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Last replied Posted on by KF-12061558-0 2

For my selections I get 997 hits of customers. When I Export to excel, I get an Error.    The selections are customers with customer numb...

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Last replied Posted on by MarianneS 10

Hi! I have a question regarding the lead scoring model, and I would be really grateful if you can help me to solve this case! The thing is, that we would like to give minus points for inactivity. So if there's no activity (emails opened, ...

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Last replied Posted on by JO-10030854-0 7

Hello,   we are using Copilot for Sales for tracking emails and other activities to Dynamics 365, however not able to link the emails to Clos...

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