Sales forum

Last replied Posted on by MichelleM 205

I've noticed that since a recent update, whenever I share a personal view, the individuals I have shared it with receive a Teams notification. Is i...

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Last replied Posted on by nvrhughes 180

Has anyone had views randomly disappear from their site map? I would say at least once a week we have the same couple of views that remove themselve...

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Last replied Posted on by ekmode8483 67

Hello Everyone,   We are using word template to create invoice with Export to PDF   We want to hide few invoice line item and do not w...

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Last replied Posted on by KP-21081047-0 2

Hi all,    I'm working on a flow which should inform Sales when a Proposal has not been send out yet to the customer. I created a Power ...

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Last replied Posted on by FM-25091515-0 8

Hi All,   We would like to create a custom component which our customers can install into their MS Dynamics Sales accounts. Ideally the compo...

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Last replied Posted on by CU17091244-0 4

When I record a meeting with a contact, I am using the follow-up activities as a reminder for a follow-up meeting.  I would like to see all the...

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Last replied Posted on by CU04090816-1 2

Hello, I would like to know if it is possible to Identify calls via the Sales application, if the contact/prospect/lead is registered, in the event ...

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Last replied Posted on by RR-09100241-0 10

Hello,  Using mail engagement, from the Activities list, I can bulk schedule the sending of Quick Campaign emails which puts all the emails in...

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Last replied Posted on by Gus 116

How does work hours work for sequences. can't find documentation.

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Last replied Posted on by jaybeegee 129

Hi! I am trying to using the 'templates for data import' functionality for Quote Products to later use the import function to refresh the list of pr...

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