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Customer experience | Sales, Customer Insights, CRM Welcome to the Customer experience forum!

Posted on by Scott_iTalent 267

Welcome to the Customer experience forum! We’re glad you're here! 🎉  Whether you’re interested in Sales, Customer Insights, Customer Voice, ...

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Customer experience | Sales, Customer Insights, CRM topnohuin

Posted on by topnohuin 0

Nohu là nhà cái tiên phong tại Việt Nam trong việc ứng dụng công nghệ mới, tân tiến trong ngành đổi thưởng trực tuyến. Phone: 0983552118 Mail: topno...

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Customer experience | Sales, Customer Insights, CRM Getting error while creating the Appointment

Posted on by CU25111013-0 0

I am not able to create an appointment for today's date I have disabled all the custom plugin for Appointment.   I have attached the Error...

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Customer experience | Sales, Customer Insights, CRM customer credit limit

Last replied Posted on by 7asan 50

hello   Is there a feature or setting that can trigger a notification displaying a customer's credit limit and balance when they are selected...

1
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Customer experience | Sales, Customer Insights, CRM How to do clone in cases records using plugin

Last replied Posted on by Md Arshad Warsi 90

I have created one custom button through ribbon work bench. once i click on button it should be clone the particular cases records through plugin. 

3
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Customer experience | Sales, Customer Insights, CRM Bundle QTY is not reflecting to Bundle Products

Last replied Posted on by VN-22111454-0 2

Hello Experts, Thank you for your time and assistance in advance.We're facing an issue with our Product Bundle configuration:Current Behavior: When ...

2
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Customer experience | Sales, Customer Insights, CRM Fundraising and Engagement - After Upgrade Gift Type field has disappeared

Last replied Posted on by SeanDonovan 23

Upgraded the Fundraising and Engagement 'app' through Power Platform apps.   The 'Gift Type' field has disappeared from the Add Gift screen. ...

1
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Customer experience | Sales, Customer Insights, CRM Check access button not showing all the security roles assigned to the user

Last replied Posted on by CU26101221-0 16

Hello All,   I have enabled Record Ownership across business unit through which I have assigned a role from multiple business units to the us...

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Customer experience | Sales, Customer Insights, CRM Open Rate Dropped Greatly, over 25% lower, after starting to use Real Time journeys

Posted on by JK-23110355-0 0

I am a new user. My company was using OutBound. We used segments, which were made up of owned groups. Salespeople own most of the groups and toggle ...

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Customer experience | Sales, Customer Insights, CRM ExportPdfDocument called from Power Automate missing related table fields

Last replied Posted on by Glenn.J 0

We have a flow that generates a PDF document based on a custom table. When the power automate calls the Dynamics API ExportPdfDocument, the PDF document is created except for the address field, which is blank.  The address field is in the con...

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