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Customer experience | Sales, Customer Insights, CRM Welcome to the Customer experience forum!

Posted on by Scott_itD 893 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 How to manage the Consent for Custom Channel automatically (like Email & Text) in Customer Insight?

Last replied Posted on by CU31101918-0 0

I see there are faculty to manage the consent (Subscribe/Unsubscribe) through 'Preference Center' in 'Compliance Profile' of 'Dynamics 365 Cust...

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Customer experience | Sales, Customer Insights, CRM Stage buttons are not visible to users in English language

Posted on by Cat_Car 155

Hello, I applied a new business process for the opportunities, but for some reason, the users who are set on the English language don't see the "Nex...

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Customer experience | Sales, Customer Insights, CRM Dynamics 365 on-premise workflow email account not sending emails - Acquiring ACS token Fail

Last replied Posted on by jdalske 545

I have an issue where a workflow that was running for 10 years to send an email on lead create (another to send on opp won or lost) stopped working....

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Customer experience | Sales, Customer Insights, CRM Having some issues while designing a solution

Last replied Posted on by Michael Kyle 20

I have a parent form of type (Customer) but need a way to map a call session to a list of call attempts (see diagram below) I was looking into creating two entities (Call Session) and (Calls) where Call Session and Calls have a many to many relat...

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Customer experience | Sales, Customer Insights, CRM Project Operations - D365 app not updating

Posted on by DN-09051050-0 0

Hi all, In our environment we have 2 Sandboxes and Production. 1 of our Sandbox environments, Project Operations app isn't updating, stati...

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Customer experience | Sales, Customer Insights, CRM New table referencing an existing table

Last replied Posted on by SB-08051316-0 39

Hi, I am creating a new table/entity in Dynamics CRM and I want it to also use columns from an existing table, I created a relationship between the...

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Customer experience | Sales, Customer Insights, CRM Adding Related Tables via Subgrid to Model Driven App, but only showing relevant data

Last replied Posted on by JM-02091515-0 18

I am using an API to send Customer and Address data to Dynamics. I am storing customer data in the Contacts table, and Address Data in a sep...

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