Dynamics Community Forum Thread

Category

Post type

Status

Sort by

Topic

Replies

New Discussion

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

Like (55)

Report

0
Replies

Answered

Customer experience | Sales, Customer Insights, CRM

Forecast not refreshing

Last replied Posted on by MF-29051904-0 47

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...

Dynamics 365 Sales

Like (4)

Report

7
Replies

Suggested Answer

Customer experience | Sales, Customer Insights, CRM

Unable to Access Dynamics 365 CRM – IP Address Not Allowed

Last replied Posted on by RB-08072259-0 2 Microsoft Employee

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

Dynamics 365 Sales

Like (1)

Report

3
Replies

Suggested Answer

Customer experience | Sales, Customer Insights, CRM

How do I download text transcript for a "Phone Call" in Dynamics?

Last replied Posted on by MikeBMikeBMikeB 98

Dear All I hope someone can point me in the right direction. On a Dynamics "Phone Call" record, if the phone call resulted in a co...

Dynamics 365 Sales

Like (1)

Report

2
Replies

Suggested Answer

Customer experience | Sales, Customer Insights, CRM

Manipulate word template dynamically with premium connectors

Last replied Posted on by CU03070624-0 0

Hi, Currently, I had create a flow & word template, and with the flow I'm populating the field in the word. but the thing is when there...

Dynamics 365 Sales

Like (1)

Report

1
Replies

Suggested Answer

Customer experience | Sales, Customer Insights, CRM

Deleted Environment Recovery

Last replied Posted on by VI-01071446-0 0

Hi, Our Power Platform/Dynamics 365 environment was accidentally deleted. We need Microsoft to check whether it can be recovered. Please ve...

Microsoft Dynamics CRM

Dynamics 365 Sales

Like (1)

Report

3
Replies

Suggested Answer

Customer experience | Sales, Customer Insights, CRM

Dynamics 365 for Outlook - Panel Message - Dynamics 365 wants to display a new window

Last replied Posted on by MO-09071407-0 2

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...

Dynamics 365 Sales

Like (2)

Report

5
Replies

Suggested Answer

Customer experience | Sales, Customer Insights, CRM

Dynamics Outlook App w/ Newer MAC Laptop not working? Error Message

Last replied Posted on by RH 456

Hey all, Has anyone experienced this when changing from a PC to a MAC laptop? This would be a Apple M4 Pro running macOS Tahoe. It...

Microsoft Dynamics CRM

Dynamics 365 Sales

Like (2)

Report

3
Replies

Answered

Customer experience | Sales, Customer Insights, CRM

Dynamics Sales Emails Going Out in Old Winmail Format, Not HTML

Last replied Posted on by CU07012210-0 16

We have an issue where emails we are sending from inside Sales Hub with email templates are using the older Microsoft Transport Neutral Encapsu...

Dynamics 365 Sales

Like (0)

Report

3
Replies

Suggested Answer

Customer experience | Sales, Customer Insights, CRM

Editable grid control available on Opportunity table on prod not on dev

Last replied Posted on by AnnaZet 54

Hello, I have a dev and prod environment. I made a solution on dev, where I removed depracated control of editable grid for Opportunity table and I...

Dynamics 365 Sales