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

Posted on by Scott_itD 796 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 Regarding "Send Receipt Copy" POS

Last replied Posted on by DS-03092035-0 2

Is there any way we can keep "Send Receipt Copy" on by default on POS? or remove the toggle completely.    

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Customer experience | Sales, Customer Insights, CRM Cancel remainder in direct delivery process

Last replied Posted on by JB-08081458-0 10

In a direct delivery process where there is a small quantity remaining on a sales order line that needs to be cancel, we get this error message: Er...

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Customer experience | Sales, Customer Insights, CRM On-Premise Lifecycle - Why they removed this? "We also plan to deliver a new on-premise release"

Last replied Posted on by MLarsen 490

The sentiment out there is that Microsoft will stop supporting Dynamics 365 On-Premise after January 9, 2029, which is the latest extended support d...

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Customer experience | Sales, Customer Insights, CRM msdyn_QMS solution

Posted on by santoshkumbhar 9

Hi All,   I am seeing msdyn_QMS and other QMS solution, Also I see msdyn_QMSAnchor with publisher QMSAnchor. How these solutions are installe...

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Customer experience | Sales, Customer Insights, CRM Country picker for prefix on phone form field

Last replied Posted on by CU03090836-0 0

Hello,   I'm using a Dynamics Customer Insights Journey form embedded on my website and would like to add a country selector to the phone nu...

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Customer experience | Sales, Customer Insights, CRM Marketing Email Template view keep spinning endlessly

Last replied Posted on by Mohsin Ali 3,630

We are using Marketing Email templates (msdyncrm_marketingemailtemplate), which are working fine in our DEV environment. However, in the upper envi...

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Customer experience | Sales, Customer Insights, CRM Customer voice permission issues

Last replied Posted on by SK-03091333-0 0

Hi, I am trying to access Customer Voice to create surveys, and whenever I attempt to create a project, it asks me to select an environment. I choo...

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Customer experience | Sales, Customer Insights, CRM Is there a way to add custom entities to the Category drop-down in the Email Template creator app

Last replied Posted on by JM-02091515-0 0

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Customer experience | Sales, Customer Insights, CRM Orders Approved by Sales Manager Role Not Syncing to FO

Posted on by NB-28041053-0 0

Hi Everyone, I’m facing an issue in Dynamics 365 Sales Hub related to order approvals and integration with Dynamics 365 Finance & Operations. ...

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