Customer experience | Sales, Customer Insights, CRM

Last replied 17 Apr 2025 14:53:06 Posted on 15 Apr 2025 18:28:36 by JK-08011722-0 10

Our company has heavily used Ship To Codes in our ERP prior to our current move to Business Central and Dynamics 365 CRM. We were expecting ship-to ...

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Last replied 17 Apr 2025 14:51:20 Posted on 16 Apr 2025 09:52:18 by CU16040836-0 4

Opportunity record does not get auto refreshed after it closed. How to achieve this ?

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Last replied 17 Apr 2025 14:47:49 Posted on 17 Apr 2025 12:29:44 by Stieben 10

Hi,   I'm trying to connect Dynamics 365 (for Sales) to an existing Sharepoint site/folder. Normally when connecting Dynamics to Sharepoint, ...

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Last replied 17 Apr 2025 10:24:51 Posted on 16 Apr 2025 20:32:44 by RP-16042019-0 2

Hi there.    A month ago, we had added customer voice survey links tied to email templates within Dynamics 365 (Customer Service - case ...

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Last replied 17 Apr 2025 12:44:16 Posted on 17 Apr 2025 11:03:43 by Abanoub_Techtrack 31

Dears,  Greetings.   Currently, we are managing on-prem version 9.1.2.2, and we need to update to the latest stable version. Shall I set ...

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Last replied 17 Apr 2025 11:44:59 Posted on 28 Dec 2020 17:08:06 by Jetj25 534

How do I add a Bing maps at the event portal to show the event geolocation? I have read several documentation but could not find a step by step guide Do I have to create a webpage with map in the portal or a canvas app in D365 event within the bui...

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Last replied 17 Apr 2025 11:43:39 Posted on 14 Sep 2020 18:18:29 by Darrin Farnsworth 7

Hello forum, Does anyone have a sense for how widely used rules based Territory Management is in MS Dynamics vs manual account assignments?  I understand Territory Mgt is available by default, but I'm interested to know whether a high per...

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Last replied 17 Apr 2025 10:16:47 Posted on 8 Apr 2025 13:00:19 by LabTeoV 47

Hi Our users would like to edit some fields on the quote form while the quote is Active without having to re-open the Quote. From my understandin...

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Last replied 17 Apr 2025 10:03:19 Posted on 26 Jun 2023 09:36:46 by Community Member 2

Morning Team  I hope someone could help. I'm struggling to install the Project Operations app into my CRM enviroment: when i unpack the...

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