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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,110 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 WombatSTL 17

Anyone else seeing this issue where the legend of a chart is moving to the top the dashboard? The chart on the list view shows it on the bottom. I don...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by VW-04041200-0 41

Hello everyone,I have a question. I need to create a Dataverse trigger that fires when an event is cancelled. Not the event regitration, but the whole...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by River 163

We are experiencing a display issue with charts on several classic dashboards in a Dynamics 365 / model-driven Power App.The chart title is for unknow...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU29051324-0 4

Our users found currently released feature “Copy Opportunity” in the ribbon bar, so they used it. But we have custom autonumber fields for Opport...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by KY-19030238-0 0

Hi everyone, I have an issue when deploy (both Azure pipeline and Power App Pipeline)it can't deploy via upgrade (only workaround by deploy as up...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Travis South 79

For teams that have moved Sales agent in Microsoft 365 Copilot beyond an initial pilot, what has been the biggest barrier to production readiness: Dyn...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by VB-14071228-0 17

Dear D365 Community,I hope this message finds you well. I am reaching out to seek assistance regarding a feature in Dynamics 365 Sales.I am currently ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by yvka123 17

Hi everyone,  I am facing an issue with the automatic folder creation / creation of a document location on Sharepoint. I have already created similar flows for Quote and Leads, and successfully created one for Cases in our Dev-environment.&nb...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MT-20080742-0 4

Hello everyone,I would like to know if the following scenario is possible using Power Automate and Dynamics 365 CRM.Business RequirementWhen I create ...

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