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

Posted on by Scott_itD 1,096 Community Manager

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

Dynamics 365 Sales
Outbound to Real-Time Transition
Dynamics 365 Customer Voice
Dynamics 365 Customer Insights - Data
Dynamics 365 Customer Insights - Journeys
Microsoft Dynamics CRM
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Customer experience | Sales, Customer Insights, CRM
Looking for a way to add more fields to the export segments button in Real Time Marketing

Last replied Posted on by CU31101219-0 221

How can I modify the "Export members" button as I would like to add more fields to this export?  Please let me know, thank you.  

Dynamics 365 Customer Insights - Journeys
Outbound to Real-Time Transition
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Customer experience | Sales, Customer Insights, CRM
Quote Line Creation Fails: 'Hour' Unit in Externally Maintained Time Group

Last replied Posted on by Chaitanya kumar Mup... 71

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...

Dynamics 365 Customer Insights - Data
Dynamics 365 Customer Voice
Dynamics 365 Customer Insights - Journeys
Microsoft Dynamics CRM
Outbound to Real-Time Transition
Dynamics 365 Sales
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Customer experience | Sales, Customer Insights, CRM
Custom fields on the Pass entity (msevtmgt_pass) form in RTM

Last replied Posted on by Jimi CRM 19

Hi - we're mostly done migrating from Outbound to RT in our Marketing module, but we need to add a custom field (that we used in OB) to the new Pass...

Dynamics 365 Customer Insights - Journeys
Outbound to Real-Time Transition
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Customer experience | Sales, Customer Insights, CRM
Migration to Real Time Journeys - Events Broken

Last replied Posted on by Jimi CRM 19

Hi all - we've tried to transition a client from Outbound to Real Time Journeys, but we seem to be hitting issues when trying to use Events.  ...

Dynamics 365 Customer Insights - Journeys
Outbound to Real-Time Transition
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Customer experience | Sales, Customer Insights, CRM
Real-time Marketing: Per-record reminders when logic is on a child table

Last replied Posted on by jseb04 47

Hi everyone, I’m looking for advice on the best architecture in Dynamics 365 Real-time Marketing for reminders that must be sent per record in a c...

Dynamics 365 Customer Insights - Data
Outbound to Real-Time Transition
Microsoft Dynamics CRM
Dynamics 365 Customer Insights - Journeys
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Customer experience | Sales, Customer Insights, CRM
multi-tenant use of CRM

Posted on by AD-22100727-0 2

We have been finalizing the implementation of CRM and F&O in an international company. Now the question comes along to use the (modified and pe...

Dynamics 365 Customer Insights - Data
Dynamics 365 Sales
Microsoft Dynamics CRM
Outbound to Real-Time Transition
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Customer experience | Sales, Customer Insights, CRM
Sending mail to contact results in soft reject

Last replied Posted on by HN-16101056-0 8

Hi   We are setting up newsletters with the Consent Center and Compliance profiles.   I add an internal mail-enabled security group as...

Dynamics 365 Customer Insights - Journeys
Outbound to Real-Time Transition
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Customer experience | Sales, Customer Insights, CRM
How to Record Click Interactions for Custom Channels in Real-time Journeys?

Last replied Posted on by Sheldon Copper 47

Hello Microsoft Community, I’m developing a custom channel for Dynamics 365 Marketing Real-time Customer Journeys. My goal is to track click intera...

Dynamics 365 Customer Insights - Journeys
Microsoft Dynamics CRM
Outbound to Real-Time Transition
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Customer experience | Sales, Customer Insights, CRM
Backend data for Email versions in an A/B test

Last replied Posted on by MB-24081645-0 31

Hi - When we build an A/B test in a marketing email where we’d be testing for example the performance of two different Subject Lines, Dynamics ...

Microsoft Dynamics CRM
Dynamics 365 Customer Insights - Data
Outbound to Real-Time Transition
Dynamics 365 Customer Insights - Journeys
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