Customer experience | Sales, Customer Insights, CRM

Posted on by Samantha73 2,416

Hi All I'm trying to find a way to email sales order confirmation or export to PDF similar to the functions available in Quote. I cannot find these...

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Last replied Posted on by Soeren Roggenkamp 30

Hi all,  For some time now, we have been asking ourselves in customer projects how external DAMs (Digital Asset Management System) can be co...

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Posted on by SS-04122157-0 0

I'm looking to set up notifications in our CRM system to alert users whenever there are updates to records they're following. Specifically, I want u...

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Last replied Posted on by linu John 215

We have one organization in version 9.0.6  which is upgraded from 8.2.10 .  I take same copy from 8.2.10 and trying to import (upgrade) in 9.0.6 with different organization name but system find id of existing V9 organization and throw er...

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Last replied Posted on by CU28111156-0 34

Hi Community,   we are experiencing a weird issue. Suddendly, an email came to my mailbox saying that the flow called 'Sales Insights sequenc...

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Last replied Posted on by EH-13061857-0 10

I'm trying to upload a list of events and I keep getting a timezone error.   I added a column for timezone, but it doesn't like the format. ...

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Last replied Posted on by NL-02121618-0 0

Is there a way to add products to closed opportunities? i haven't been able to do this user end or through imports, is there a xrm tool that we may b...

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Last replied Posted on by SS-03120516-0 0

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Last replied Posted on by MW-07111536-0 4

When creating a new email template, the functionality of the template has recently changed.   Replicated error for both Safari and Chrome, la...

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