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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,056 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 JeffCoopss 5

Improve CRM Dashboard sharing functionality by adding an option allowing to share all components within a CRM dashboard vs sharing one component at ...

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Customer experience | Sales, Customer Insights, CRM

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...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by JI-04032016-0 4

Microsoft pushed Service Update 26014 to our cloud Dynamics 365 instance this past Monday and it seems to have created an error with the Pipeline Vie...

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Customer experience | Sales, Customer Insights, CRM

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...

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Customer experience | Sales, Customer Insights, CRM

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 ...

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Customer experience | Sales, Customer Insights, CRM

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...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by AH-31052106-0 293

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

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Customer experience | Sales, Customer Insights, CRM

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...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU04032300-0 2

When I use word on my iPad, I am unable to edit a previously created document utilizing color. The “Recent” list shows the document in the thumbnail...

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