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Sales forum Can I add call recording audio file to phonecall?

Last replied Posted on by Community member 3

Hello!I created PHONE CALL in CRM via API endpoint - https://{domain}.crm.dynamics.com/api/data/v9.2/phonecalls but I don't understand how t...

2
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Sales forum When importing new potential customers into Dynamics Sales, do I need to import the Accounts first?

Last replied Posted on by Community member

When importing new potential customers into Dynamics Sales, do I need to import the Accounts first?  Or can do a contacts import and new accounts...

2
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Sales forum Business Card Reader

Last replied Posted on by Community member 6

 Community, In our organization, we've customized the Contact entity to include custom fields for better managing our contacts' information....

2
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Sales forum Hide Dashboard & Diagram Button

Last replied Posted on by Community Member UG Leader

Hi All, I would like to hide the "Show Diagram" and "Open Dashboard" buttons. For example I would like to do it for entity "accounts". I tried ribbon workbench. But I am not able to find the buttons anywhere. My sugg...

9
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Sales forum Qualifying leads results in duplicate account record

Last replied Posted on by Ladga 218

When I qualify a lead record, where the company name field contains a company that already exists within the accounts entity, the system will qualify ...

3
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Answered
Sales forum Disabled User Error when trying to make Account/Contact record

Last replied Posted on by A Flores

When trying to save either a new account or contact, we got the error saying: "The system could not log you on. This could be because your user record or the business unit you belong to has been disabled in Microsoft Dynamics CRM. If you cont...

8
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Answered
Sales forum Qualifying Lead Error

Last replied Posted on by Community member 14

Hi all, I haven't seen this error answered yet. I need some assistance.  I have created a new business unit (A) and created a sales lea...

3
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Answered
Sales forum Managed Solution Security Roles

Last replied Posted on by Community member 4

Hi, When moving security role permission change solutions from lower environments to production (unmanaged -> managed), changes do not carry o...

1
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Unanswered
Sales forum Enable the address suggestion feature

Last replied Posted on by Community member 2

I enabled the address suggestions as described here: Enable address suggestions | Microsoft Learn Including going to App Settings -> Gene...

4
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Answered
Sales forum Calculating Conversion Rates Dynamics 365 Sales

Last replied Posted on by viet561995 60

Hi everyone,I'm looking to gain insights into sales funnel by tracking conversion rates at various stages beyond the default Lead to Opportunity conve...

2
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