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

Posted on by Scott_iTalent 267

Welcome to the Customer experience forum! We’re glad you're here! 🎉  Whether you’re interested in Sales, Customer Insights, Customer Voice, ...

0
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Customer experience | Sales, Customer Insights, CRM Security Privileges for QuickCampaign

Last replied Posted on by SianW 17

Hello, One of our users managed to delete an entire quickcampaign and all associated emails disappeared from the contact records. In order to prev...

1
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Customer experience | Sales, Customer Insights, CRM Open Rate Dropped Greatly, over 25% lower, after starting to use Real Time journeys

Last replied Posted on by JK-23110355-0 0

I am a new user. My company was using OutBound. We used segments, which were made up of owned groups. Salespeople own most of the groups and toggle ...

2
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Customer experience | Sales, Customer Insights, CRM Remove right-hand sidebar

Posted on by CU25111954-0 0

Hi, I would like to know how to remove the right-hand sidebar  

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Customer experience | Sales, Customer Insights, CRM Document Template PopUp

Posted on by takeone 5

When a user click on Document Template for the first time during the day, the below popup appear and its causing an a bug on our end as we use Chrom...

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Customer experience | Sales, Customer Insights, CRM When Did The Customer Voice Send a Survey Power Automate Action Change?

Last replied Posted on by jim.corriveau@chest... 325

Hello,   In Power Automate I could send a Customer Voice Survey using the Send a Survey action.  This action included the ability to pas...

3
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Customer experience | Sales, Customer Insights, CRM Disable draft with copilot from dynamics 365 Sales/CS email form

Last replied Posted on by smorgan86 30

Hi,    Does anyone know how to get rid of 'draft with copilot' from an compose email form.   We do not have copilot enabled at al...

2
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Customer experience | Sales, Customer Insights, CRM How to automatically put shared mailbox address in "From" field when sending emails

Last replied Posted on by idanorin 0

Hi,    I've only very recently created a model driven app using Dynamics customer service functionality.  The main purpose of this...

1
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Customer experience | Sales, Customer Insights, CRM Privilege error when trying to qualify lead

Last replied Posted on by Migoed 10

Hello,    When our users are trying to qualify a lead, we get following error: "{"ActivityId":"8d502ac7-85e5-43c9-b5ff-2158052e97f5","e...

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Customer experience | Sales, Customer Insights, CRM Getting error while creating the Appointment

Posted on by CU25111013-0 0

I am not able to create an appointment for today's date I have disabled all the custom plugin for Appointment.   I have attached the Error...

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