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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,034 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 Cat_Car 186

Hello, I am trying to open some old segments in Customer insight, but the segments were made in the Outbound marketing.  And each time I open ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU20021453-0 14

If I want to schedule a new appointment via activities in d365 customer engagement, I want to be able to view the availability of my colleagues part...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by gburner 0

Hi - we are trying to train the Lead and Opportunity scoring models. They will run for over 8 hours in some cases then simply fail with this error -...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MandeepT 33

I have been able to link our Dataverse in Power Platform to Microsoft Fabric, which allowed me to access certain email analytical tables in Lakehous...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MandeepT 33

We are looking to create our own custom reports within Power BI, leveraging journey analytical data such as click rates, open and spam rates, emails ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MandeepT 33

Hi!    My team and I are currently testing Customer Insights Journeys in a Sandbox environment. We have come across a situation where th...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MF-29051904-0 32

Hi!   I want to show the age of open deals in Opportunity and the time needed to close Won deals.   Trying to create formula fields fo...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU20021453-0 14

I have linked Business Central to Customer Engagement, and my sales quotes and orders from Business Central are visible in Customer Engagement. Howe...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Judy_IW 30

From Outlook, I would like to automatically track emails to and from email addresses that are associated with a record in Dynamics.   My under...

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