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

Posted on by Scott_iTalent 431

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 Changing owner to account

Last replied Posted on by JN-07021047-0 0

Hi all, I have an issue with our CRM. IT has started to do strange things. If I change owner to an account directly from form or using Assign the f...

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Customer experience | Sales, Customer Insights, CRM Customised button- ribbon

Last replied Posted on by CU05020752-0 6

I am working in a Dynamics CRM environment and need to fix an issue with a customized "copy" button in the ribbon for an entity. This functionality ...

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Customer experience | Sales, Customer Insights, CRM How to Enable Lookup Record Dialog in Dynamics 365 CONNECTION TABLE

Last replied Posted on by viet561995 153

Hi everyone,   I’m looking for guidance on enabling the lookup record dialog when creating records in Dynamics 365 CONNECTION TABLE as ment...

2
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Customer experience | Sales, Customer Insights, CRM Outlook Emails syncing to multiple accounts with common emails addresses

Last replied Posted on by MK-23070902-0 0

Scenario: I work in a company that operates multiple separate business units, all using the same Dynamics CRM instance. Due to legal reasons, we mus...

1
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Customer experience | Sales, Customer Insights, CRM Sales stage issue

Last replied Posted on by ThimiosSp 177

Hi all. Although the following opportunity is in stage Propose as seen below,   stage is not shown under column Sales Stage in Grid view. ...

5
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Customer experience | Sales, Customer Insights, CRM Dataverse create new uniqueidentifier GUID column for external system integration

Last replied Posted on by Samantha73 2,544

Hi All Is there a way to create a second guid column in a table? This is to create link to a external system and here we store guid of external sys...

1
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Customer experience | Sales, Customer Insights, CRM Add new connection type in SSRS datasource

Last replied Posted on by NickGraava 2

Hello Guys!   I have five servers with on premise CRM Dynamics 365 9.1.0032.0005 installed.    On four of them in SSRS DataSource...

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Customer experience | Sales, Customer Insights, CRM Creating a segment with an OR condition between two related entities

Last replied Posted on by Taavo T 20

I'm working on some segments and I'm running into some unintuitive segment evaluation behaviour. Can someone help me a) understand how the segm...

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Customer experience | Sales, Customer Insights, CRM Feature not visible under Feature Switch

Posted on by RP-07021454-0 0

Hi,   In Customer Insights- Journey, under settings> Feature switches. Under the Compliance section, set the 'Manage consent in contact a...

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