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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,040 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

Posted on by RH 450

So although when customizing BPFs, I'm trying to add a stage in between 2-Develop and 4-Close so we can more easily sort in Pipeline Phase. However,...

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Customer experience | Sales, Customer Insights, CRM

Posted on by DS-08041738-0 0

I get the following error: We are unable to sign up for the trial at this time. Please try again later. Error ID: a45f657b-14f7-4477-88ce-730b6c3f83...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by HL-26031003-0 4

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

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MO-09071407-0 0

I am using new Outlook and Dynamics 365 for Outlook. I keep getting the Dynamics 365 wants to display a new window with the choice of Allow or Ignore...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by DS-30011559-0 0

Sometimes there are multiple dates for the sales order lines depending on when we have product in stock. Is there a way to get dynamics to auto chan...

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Customer experience | Sales, Customer Insights, CRM

Posted on by GF-07040843-0 0 Microsoft Employee

I am not able to create business process flow. Help me with this error and same error comes when I try to create Business Rule. 

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by RE-15050947-0 2

Good Afternoon All   If i was to want to setup a call with a product (copilot or other) after a sales visit, for it to ask me a set list of q...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by DM-02040851-0 2

Hello,   I have successfully enabled the Sales Qualification Agent in my Demo Customer Experience environment, and it has started processing ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU20021453-0 16

Does anyone know how to implement VAT validation in Customer Engagement?

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