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Customer experience | Sales, Customer Insights, CRM

Posted on by SG-25031541-0 21

Habilitar informes de uso de ventas para gerentes de ventas | Microsoft Learn   A partir del 1 de diciembre de 2025, los informes de uso de l...

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Customer experience | Sales, Customer Insights, CRM

Posted on by CU12051246-0 0

I have created a new view in activity table. That view should be visible for particular roles and should be hidden for another roles.    ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by AE-11051216-0 0

I need to recall the opportunity at its closed won stage and return it to negotiation to change the billing from 80/20 to 100. this is the opportuni...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by HL-26031003-0 6

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

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Customer experience | Sales, Customer Insights, CRM

Posted on by BS-11051315-0 0

It is extremely difficult to find an account when creating a new opportunity from the opportunity screen.  When searching for an account, there...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SG-25031541-0 21

 What can I do?

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by KT-05051617-0 2 Microsoft Employee

It looks like there was new functionality added in the April 2026 release that changed the functionality of the Lookups.  Previously, a partial...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SG-25031541-0 21

For a salesperson, an administrator, and a manager, what are the most common roles and their descriptions?

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SG-25031541-0 21

If I have the license and assigned permissions, Why doesn't it appear here? How can I make it appear, or is that not possible?  

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU06032357-0 6

We have a powerbi embedded dashboard showing in system dashboard in a dashboard section of hub for one user he want to move this from system dashboar...

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