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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,086 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

Last replied Posted on by DF-06081038-0 13

hi all,   I am exploring the out-of-the-box tools currently available for meeting summary insights within the system. This initiative aims to...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU15012009-0 14

Hi all,   We have a custom entity called Contact Match in our Dynamics 365 environment (Customer Insights - Journeys enabled). It has a lookup...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Chaitanya kumar Mup... 69

Hi everyone, I am encountering an issue in Dynamics 365 CRM / Project Operations when creating a Quote Line. Error Can't create or update the 'Ho...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Radwan Almsora 65

Hi everyone, ​I’ve been diving deep into our customer insights lately, and it’s clear we have a wealth of data in our CRM. However, I’m noticing a...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Radwan Almsora 65

Hi everyone, ​I’ve been diving deep into our customer insights lately, and it’s clear we have a wealth of data in our CRM. However, I’m noticing a...

3
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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU13051850-0 6

I am wondering if it is possble to segments clients based on ther age, eg  0-25, 26-50 etc etc. is there a way to do this?

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU09011057-0 8

Problem Statement - Every year we have to renew the SSL certificate and use that for SSS so that Microsoft Dynamics 365 On Premise v 8.2 is abl...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by AM-30041442-0 6

HI  All,   I Need help regarding the opportunity Stages (Pipeline) history tables, where the history is storing in tables.   Ex -...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SP-29011519-0 2

Hola, como saber si Customer Insights - Journeys esta 100% activo?  

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