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

Posted on by Scott_itD 796 Community Manager

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 Issue with Kanban View Ignoring Filters

Posted on by HC-16032012-0 13

I have a system view called “Open Opportunities” where I’ve set a filter: Probability does not equal 0% or 100%.   This has been working fine...

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Customer experience | Sales, Customer Insights, CRM Task/activity reminder email on due date

Posted on by Samantha73 3,083

Hi All Is there a way to send a email reminder to the person who is allocated on a task/activity when the due date arrives? I couldn't find a stand...

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Customer experience | Sales, Customer Insights, CRM Hide or disable modern command bar button based on security role - javascript

Posted on by Samantha73 3,083

Hi All From my googling I think we cannot hide a button using javascript. Is it possible to use javascript so when a user clicks on the button a po...

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Customer experience | Sales, Customer Insights, CRM Regarding "Send Receipt Copy" POS

Last replied Posted on by DS-03092035-0 2

Is there any way we can keep "Send Receipt Copy" on by default on POS? or remove the toggle completely.    

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Customer experience | Sales, Customer Insights, CRM Cancel remainder in direct delivery process

Last replied Posted on by JB-08081458-0 10

In a direct delivery process where there is a small quantity remaining on a sales order line that needs to be cancel, we get this error message: Er...

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Customer experience | Sales, Customer Insights, CRM On-Premise Lifecycle - Why they removed this? "We also plan to deliver a new on-premise release"

Last replied Posted on by MLarsen 490

The sentiment out there is that Microsoft will stop supporting Dynamics 365 On-Premise after January 9, 2029, which is the latest extended support d...

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Customer experience | Sales, Customer Insights, CRM msdyn_QMS solution

Posted on by santoshkumbhar 9

Hi All,   I am seeing msdyn_QMS and other QMS solution, Also I see msdyn_QMSAnchor with publisher QMSAnchor. How these solutions are installe...

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Customer experience | Sales, Customer Insights, CRM Country picker for prefix on phone form field

Last replied Posted on by CU03090836-0 0

Hello,   I'm using a Dynamics Customer Insights Journey form embedded on my website and would like to add a country selector to the phone nu...

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Customer experience | Sales, Customer Insights, CRM Marketing Email Template view keep spinning endlessly

Last replied Posted on by Mohsin Ali 3,630

We are using Marketing Email templates (msdyncrm_marketingemailtemplate), which are working fine in our DEV environment. However, in the upper envi...

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