Customer experience | Sales, Customer Insights, CRM

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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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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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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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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Last replied Posted on by Stieben 28

Hi,   I'm trying to connect Dynamics 365 (for Sales) to an existing Sharepoint site/folder. Normally when connecting Dynamics to Sharepoint, ...

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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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Last replied Posted on by SP-16101533-0 14

Hello Microsoft Team, I am currently evaluating the Sales Hub Dialer (Preview) feature in Dynamics 365 Sales and would like clarification regarding...

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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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Last replied Posted on by HL-26031003-0 6

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