Customer experience | Sales, Customer Insights, CRM

Last replied 26 Apr 2025 08:29:07 Posted on 25 Apr 2025 06:20:00 by Samantha73 2,816

Hi All I'm considering a multiselect option field for Account Industry . Is this is a good idea as I don't know how difficult to report on the valu...

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Last replied 26 Apr 2025 06:43:23 Posted on 25 Apr 2025 10:08:33 by CM-25030826-0 6

Hi all, My company has several units (8) that are all in the financial and insurance field. Some of them have very specific needs to perform their...

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Last replied 26 Apr 2025 06:41:20 Posted on 25 Apr 2025 15:15:13 by VS-25041511-0 4

Our production environment only has been updated to the new Customer Insights - Journeys app, which means we are not able to use a calculated field ...

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Last replied 26 Apr 2025 06:38:33 Posted on 25 Apr 2025 07:13:22 by KR-10100945-0 12

Hi,   we have a power automate flow which creates an e-mail based on an e-mailtemplate to send to participants in a summer school, but while ...

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Last replied 26 Apr 2025 06:32:39 Posted on 25 Apr 2025 18:45:04 by nvrhughes 251

As of yesterday, we arent able to open advanced settings or make any customization changes in our dev environment without getting an error.  &...

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Last replied 26 Apr 2025 06:28:39 Posted on 17 Nov 2020 18:12:22 by Recruitment 2019 44

Hi All, I am really stumped on how I can implement a power automate flow which will be able to do the following: Send a birthday text to candidates who's birthdays are today. I created a field in Dynamics which has calculated the candidates bi...

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Last replied 25 Apr 2025 16:33:24 Posted on 15 Apr 2025 21:33:52 by BM-15042131-0 10

Hello,   I was able to create a pipeline chart and all I would to do as add the total dollar amount to this chart. Could someone please help?...

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Last replied 25 Apr 2025 04:18:30 Posted on 24 Apr 2025 11:15:44 by CU08101108-0 13

Any Help on This Please!! I need to link the campaign code to a customer journey in Dynamics 365 Marketing in order to track and attribute interact...

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Last replied 25 Apr 2025 04:16:57 Posted on 24 Apr 2025 13:13:36 by SVKM 8

The Sales Qualification Agent in Dynamics 365 Sales was scheduled to be previewed in this region on April 14th. However, I can't locate it in the Sa...

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