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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,074 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 MF-29051904-0 34

In Dynamics 365 CE what are the most common reasons for a Forecast to not refresh after using the Recalculate button. I have used the button repeate...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU25050228-0 2

Hi, I’m working on a segment‑based journey where contact records can be added at any time. Here’s the issue I’m running into: If the journey has be...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Radwan Almsora 59

Hi everyone, ​I’ve been diving deep into our customer insights lately, and it’s clear we have a wealth of data in our CRM. However, I’m noticing a...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by ADes 7

Has anyone else seen Real Time Customer Journey forms suddenly switch which lookup column they display? We have a Country lookup field on both Co...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CE-15121502-0 20

Hello,   We would like to know if it is possible to prevent duplicate registrations for events. For example, if someone attempts to register...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by LMata 62

I have Accounts that are associated with other accounts in a Hierarchy. How can I pull the accounts and their child accounts in a view list? 

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by RC-21051146-0 2

Hi, I am trying to install Dynamics CRM on premise 9.0 version in App server in final validation getting below error. In crm server setup log i am ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Johannes R 14

Hi,   Background: we use OData for client side extensions within our managed solution.   For some OData requests navigation property ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by DS-04030832-0 4

a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;} a { text...

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