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

Posted on by Scott_iTalent 368

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 Not able to create D365 sales trail from india region

Last replied Posted on by CU15011808-0 0

I am not able create trail instance from india region.   Getting error from phone security check as below    Sorry, we need a...

1
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Customer experience | Sales, Customer Insights, CRM Exit real time journey when an event occurs - DOES NOT WORK

Last replied Posted on by jwcpc 168

Part 2 of my new 'DOES NOT WORK' series: when using triggers as Alternate Exits in customer journeys it doesn't work, at least not reliably. The ...

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Customer experience | Sales, Customer Insights, CRM Managed Environments for Dynamics 365 CRM. If I switch to it, will it affect anything

Last replied Posted on by MikeC282 2,099

Hi so I understand the concept of a managed vs unmanaged solution. The below article seems really helpful in explaining the difference between manag...

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Customer experience | Sales, Customer Insights, CRM Force Quick Create

Last replied Posted on by mkubala 6

Hello,   I have a sub grid on my form pointing to a record with many to one relationship with the parent record. The sub record is set to all...

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Customer experience | Sales, Customer Insights, CRM Error message when trying to share any dashboards on CRM

Last replied Posted on by LD-14011515-0 2

It started happening recently, i don't really have a clue on what might be the cause or what the error means

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Customer experience | Sales, Customer Insights, CRM How to recreate OBM segment in Realt-time Journeys

Last replied Posted on by Adner 26

Hi!   I am trying to re-create a segment that exists in Outbound Marketing in Real-time Journeys. In my data model I have two tables that rel...

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Customer experience | Sales, Customer Insights, CRM Revised Quote Does Not Transfer Timeline and Notes/attachments

Posted on by Samantha73 2,484

Hi All I'm testing the quote revision functionality and the default mapping does not transfer timeline elements to the revised new version. And I f...

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Customer experience | Sales, Customer Insights, CRM Turn Off Tracking Pixel

Posted on by CU07012210-0 5

We are using Customer Insights Real-time Journeys to send email campaigns. The system automatically includes a tracking pixel image to register open...

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Customer experience | Sales, Customer Insights, CRM Merging of contacts does not merge marketing insights data

Last replied Posted on by MaSc4Crm 6

Hi guys and happy new year.   We have merged a lot of contacts, because they werde duplicates.   Unfortunately the marketing activitie...

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