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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,082 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 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 M365MVP-SimpkinsPete 7

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 38

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 Johannes R 16

Hi,   Background: we use OData for client side extensions within our managed solution.   For some OData requests navigation property ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU15020427-0 4

I am working on a solution architecture for a retail brand focused on kickboxing pads, and I need some advice on the best practices for data integra...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by BS-11051315-0 2

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 CU31101219-0 219

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 GV-13050845-0 25

Hi all, We are looking for a tool that copies Dynamics security to SharePoint. I found two tools online: SharePoint Security Sync (Inogic) ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU12051246-0 2

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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