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Customer experience | Sales, Customer Insights, CRM Welcome to the Customer experience forum!

Posted on by Scott_itD 851 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 Cases for different clients merged

Last replied Posted on by XM-03100913-0 0

Hi   May you please assist. The CRM system merges complaints/Cases from different clients.   Thanks

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Customer experience | Sales, Customer Insights, CRM Real-Time Journey Insights on Contact Record

Last replied Posted on by AnthonyUliano 2

We were using Outbound Marketing and have switched to Real-Time Journeys.  Even thought we have real-time based interactions that show up in th...

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Customer experience | Sales, Customer Insights, CRM Linkedin Ads integration

Last replied Posted on by CU05091926-0 0

Hi all,   I'm fairly new to M365 and my team requested I connect Linkedin Ads so that leads would flow into real time journeys.   ...

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Customer experience | Sales, Customer Insights, CRM Pop up on website for consent gathering

Last replied Posted on by Graham McAdam 14

Hello folks, Can anyone provide guidance on how to integrate Dynamics Real Time with a pop on a website that gathers consent for marketing/commerci...

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Customer experience | Sales, Customer Insights, CRM Customer Insights – Journeys: How to change favicon for standalone forms/event pages?

Last replied Posted on by 友代-30070147-0 4

Hello, In the new Dynamics 365 Customer Insights – Journeys (Real-time marketing), registration forms and event pages are no longer hosted on Power...

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Customer experience | Sales, Customer Insights, CRM How to Record Click Interactions for Custom Channels in Real-time Journeys?

Last replied Posted on by Sheldon Copper 42

Hello Microsoft Community, I’m developing a custom channel for Dynamics 365 Marketing Real-time Customer Journeys. My goal is to track click intera...

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Customer experience | Sales, Customer Insights, CRM How can I automate 'Test and enable mailbox' feature in Dynamics 365 CRM?

Last replied Posted on by PJ-29091012-0 0

I want to automate the process of 'Test And Enable Mailbox' so that it runs every Saturday. I tried triggering 'TestAndEnableMailbox' action via flo...

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Customer experience | Sales, Customer Insights, CRM Power platform issue

Last replied Posted on by CU03100506-1 0

Hello,   My self Nagendra Rakoti I created Dynamic 365 account to learn, in middle of my learning i started facing an issue regarding power p...

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Customer experience | Sales, Customer Insights, CRM Licensing - Replacing Customer Engagement plan

Last replied Posted on by Chris1968 311

Hi, With the deprecation of the Customer Engagement plan and the potential of three other licenses that can be used for Dynamics, I'm a bit confuse...

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