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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 962 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 CU09060343-0 2

In the past, a user owning a Team Member license was allowed to create Accounts. In the current Licensing 365 Guide or here Licensing Docu...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by VV-06110913-0 16

Hi,   I have noticed this message in admin center.     "Starting December 1, 2025, we are increasing default storage for Datav...

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Customer experience | Sales, Customer Insights, CRM

Posted on by ElineB 278

Hi,  I have a marketingform with this setting set. So the contact should not be updated. Result is that the form is not matching any cont...

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Customer experience | Sales, Customer Insights, CRM

Posted on by Jackie-20021515-0 109

Hello everyone,   Is it possible to personalize a form template?   In the form template the personalization button is missing: In t...

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Customer experience | Sales, Customer Insights, CRM

Posted on by NT-08010049-0 2

The record's value can be able to translate when user changes the system languages base in the personalize setting.    Here is a good ex...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Sergii Radius 5

Hi all!As part of the new Partner status for 23/24 years, we received a new Dynamics 365 Partner Sandbox - Sales, Field Service and Customer Service subscription to replace the previous Dynamics 365 Customer Engagement Plan IUR for Partners t...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MikeC - RAMCO 7

This is an odd one so I’m hoping the experts here can help. I’ve been modifying my 9.1 on-premise ribbons and don’t see where the Advanced Find *res...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by David Flintoff 0

One challenge we keep running into with Dynamics CRM isn’t the system itself, but the timing of updates.   Most sales and account activity oc...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CF-05011233-0 2

Hello everyone, We currently assign sales representatives to customers manually using an Excel spreadsheet. Since the assignment of sales represent...

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