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

Posted on by Scott_itD 885 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 Icon to indicate account has a parent or child account (new hierarchy visualization)

Posted on by MichelleM 265

Hi, Since it's release as part of 2025 wave 2, I have created new Visual Hierarchy configurations for the Accounts table and users are now ...

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Customer experience | Sales, Customer Insights, CRM How to show 2 decimal places but calculate with 5 in Dynamics 365 Sales?

Last replied Posted on by r4vvm 204

In Dynamics 365 Sales, we've set currency precision to 5 decimal places to support accurate calculations (e.g., Price Per Unit × Quantity). However,...

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Customer experience | Sales, Customer Insights, CRM Having some issues while designing a solution

Last replied Posted on by Michael Kyle 20

I have a parent form of type (Customer) but need a way to map a call session to a list of call attempts (see diagram below) I was looking into creating two entities (Call Session) and (Calls) where Call Session and Calls have a many to many relat...

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Customer experience | Sales, Customer Insights, CRM Unable to set unlicensed user as record owner as of 10/20/2025

Last replied Posted on by RGartman 37

For the two years that I've been using Dynamics 365 Sales, I've been able to create placeholder/dummy users and set them as the owner of records. ...

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Customer experience | Sales, Customer Insights, CRM Hierarchy Control Replacement with What ? 2024 release wave 2 deprecation

Last replied Posted on by Scott Jackson UK 27

UPDATED 22nd July 2025 Microsoft have announced replacement feature as part of Wave 2 2025, see link: Visualize and work with hierarchical data from...

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

Last replied Posted on by LCAdmin 8

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 Not able to unshare a record

Last replied Posted on by Jenone C 99

Hi, I shared an Account record with "User A". Now, I do not want the user to access the account record. So, I need to unshare the record. How to do...

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Customer experience | Sales, Customer Insights, CRM Can not select system view when creating chart for system dashboard

Last replied Posted on by NoraCH 4

Hi, I'm trying to add a chart for a system view I've created in a system dashboard. The view does not appear on view selector when adding t...

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