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

Posted on by Scott_itD 839 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 When will Realtime Marketing Segment evaluation be properly documented?

Posted on by Taavo T 32

The rules for how realtime marketing segments evaluate are surprisingly poorly documented, given how critical this function is. There's a lot of uni...

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Customer experience | Sales, Customer Insights, CRM Global search not shows results based on contactid or accountid or addressid

Last replied Posted on by PR-25091448-0 0

I am using mscrm online latest version. Global search was working till two days back to show results based on contactid or accountid etc now when s...

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Customer experience | Sales, Customer Insights, CRM Appointments, tasks, and contacts failed but inbound and outbound mail success?

Last replied Posted on by DebbieAG 34

Hi all, I just enabled a new user and approved his mailbox and tested and enabled his email. The inbound and outbound mail was a success but the app...

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Customer experience | Sales, Customer Insights, CRM "+ New condition” button on conditional content in email editor not working

Last replied Posted on by KV-26111253-0 11

Hi everyone, In Dynamics 365 Customer Insights – Journeys, when I click the “+ New condition” button in the email section editor, nothing happens ...

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Customer experience | Sales, Customer Insights, CRM Journeys limited at 90 days?

Last replied Posted on by PC-27080603-0 4

Hello everyone, Before the summer holidays, we switched all our journeys, segments, and emails from outbound marketing to real-time marketing. Y...

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Customer experience | Sales, Customer Insights, CRM Workflow on team-owned record: how to capture the triggering user (team member)

Last replied Posted on by AE-24091252-0 2

I’m working with an on-demand workflow in Dynamics 365 where the current record is owned by a team. As part of the process, I need to populate an “A...

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Customer experience | Sales, Customer Insights, CRM Dates formatting being ignored on download of Excel Template from D365 (CRM)

Last replied Posted on by gvc55 10

I created an Excel Template from D365 for a particular view, added some coloring to a few column titles to denote which ones should not be modified by the user (protecting the sheet will lock the entire sheet and not the locked cells when the...

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Customer experience | Sales, Customer Insights, CRM How do I get the new chart visuals showing in list view charts to show in our dashboards.

Last replied Posted on by WombatSTL 13

We've noticed the enhanced chart visuals in the list view and are trying to find out how to show those same visuals in our dashboards. Dashbo...

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Customer experience | Sales, Customer Insights, CRM Delay in syncing emails from Outlook to CRM email queue [On-premise]