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Customer experience | Sales, Customer Insights, CRM
CI - Data: The search filter index skipped

Last replied Posted on by CamillaM 11

Hi! I have ingested my data sources, ran unification and the system has created the output table customer profile with data in the columns. But...

Dynamics 365 Customer Insights - Data
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Customer experience | Sales, Customer Insights, CRM
CIJ Email Statistics in Microsoft Fabric Lakehouse

Last replied Posted on by MandeepT 33

I have been able to link our Dataverse in Power Platform to Microsoft Fabric, which allowed me to access certain email analytical tables in Lakehous...

Dynamics 365 Customer Insights - Journeys
Dynamics 365 Customer Insights - Data
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Customer experience | Sales, Customer Insights, CRM
How can I remove emails from being considered in Last Activity Date in an Opportunity Search?

Last replied Posted on by EM-25031354-0 0

I've got a sales team with 6 members sharing 3 territories (an AE paired w/ a BDR), so we use Last Activity Date to make sure the AE and BDR aren't ...

Dynamics 365 Sales
Dynamics 365 Customer Insights - Data
Microsoft Dynamics CRM
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Customer experience | Sales, Customer Insights, CRM
reauthenticate on shared datasources with a different account

Last replied Posted on by CU11011353-0 2

On Customer Insights Data we have created data source connection using dataverse connector. We have already build unification and segments. The user...

Dynamics 365 Customer Insights - Data
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Customer experience | Sales, Customer Insights, CRM
Adding options to fields on ribbon

Last replied Posted on by AH-31052106-0 286

How am I able to edit fields on the ribbon in Sales (Opportunities)? Is the only option via XRMToolkit? 

Dynamics 365 Customer Insights - Data
Dynamics 365 Sales
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Customer experience | Sales, Customer Insights, CRM
Data Source

Last replied Posted on by MU-09032247-0 2

I have added dataverse as a datasource and and add a tables. but unification was not correct and some field in the table are not correct so delete t...

Dynamics 365 Customer Insights - Data
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