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Customer experience | Sales, Customer Insights, CRM How to have one direction Appointments, Contact, and Tasks in the CRM?

Last replied Posted on by RH 343

So I have been hesitant to turn on the ACT because I don't want it to sync everything. How can I set it to sync only Appointments, for example, and ...

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Customer experience | Sales, Customer Insights, CRM Customer Voice, Email Templates, [[Variables]] not working

Last replied Posted on by LCAdmin 0

I'm using the [[First Name]] variable in an email template that will be used to send a Customer Voice survey. The actual template source HTML is "Dea...

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Customer experience | Sales, Customer Insights, CRM Dataverse Flyout Button not working when click right after the buttons appear

Last replied Posted on by JR-10100108-0 0

Hi Experts, I have a Flyout button in one of my custom tables. It has 2 options, and they only throw an alert message when clicked. ...

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Customer experience | Sales, Customer Insights, CRM Creating a contact segment in Real Time Journeys

Last replied Posted on by MB-24081645-0 29

Hi I'm trying to create a segment of contacts in RTJ using a list of their emails. the list could be long and I'd like to be able to use something ...

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Customer experience | Sales, Customer Insights, CRM Is there a method for quickly creating new leads from an existing lead record?

Last replied Posted on by CS-08101552-0 2

Often when I am qualifying lead I will be given information about another person in the target company that I should be talking to. I want to create...

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Customer experience | Sales, Customer Insights, CRM How to import insights connected to email, form submissions, SMS from Journeys and show in profiles

Posted on by CU09101414-1 6

Hi, We are using both Journeys and Data. While creating profiles in Data we want to add a timeline of activities which is currently visible in jour...

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Customer experience | Sales, Customer Insights, CRM CRM Dynamics 365 - Account Management Activity Not able to add clients

Last replied Posted on by TA-13080810-0 2

Not able to add clients to "Account Management Activity" (client meeting). See screenshot of error message attached. I have tried removi...

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Customer experience | Sales, Customer Insights, CRM sending series email

Last replied Posted on by אע-23061633-0 4

hi. my journey looks like this - the consumer get an email reminder and afterwards get sms also- as seen in the pic below. the request is that the ...

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