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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by M365MVP-SimpkinsPete 0

How does your organization manage contacts when they change companies? Do you deactivate the original contact record and create a new one under the ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MF-29051904-0 36

In Dynamics 365 CE what are the most common reasons for a Forecast to not refresh after using the Recalculate button. I have used the button repeate...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by BS-11051315-0 0

It is extremely difficult to find an account when creating a new opportunity from the opportunity screen.  When searching for an account, there...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU31101219-0 217

Hello,   I would like to know the following information:   1.  How can I get a report of all active users in our CRM system. ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU12051246-0 0

I have created a new view in activity table. That view should be visible for particular roles and should be hidden for another roles.    ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SS-18050746-0 0

I want to hide the 'Qualifiy without Opportunity' option on click of Qualify button on Lead ribbon.

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Customer experience | Sales, Customer Insights, CRM

Posted on by SG-25031541-0 23

Habilitar informes de uso de ventas para gerentes de ventas | Microsoft Learn   A partir del 1 de diciembre de 2025, los informes de uso de l...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by AE-11051216-0 0

I need to recall the opportunity at its closed won stage and return it to negotiation to change the billing from 80/20 to 100. this is the opportuni...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by HL-26031003-0 6

a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;} How to preve...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SG-25031541-0 23

 What can I do?

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