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

Posted on by Scott_iTalent 350

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 Error when opening Hierarchy view of account entity in model-driven app

Last replied Posted on by Junius01 49

Hello everyoneI have made a model-driven app that shows the Account entity. By default, the account entity has a parent-child relationship with itself. When I click the Hierarchy view, I get an error: When I check for more details, I get the fo...

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Customer experience | Sales, Customer Insights, CRM How to Retrieve Data from an Editable Grid View in Dynamics 365 Using JavaScript?

Last replied Posted on by CU10012116-0 0

Hello friends, I need some help understanding a situation in Dynamics. I have an Editable Grid (not a subgrid), also known as an editable view, and...

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Customer experience | Sales, Customer Insights, CRM How do I change the Status Reason on Opportunity Close in Sales Hub? What am I missing?

Posted on by LM-13011028-0 0

Hi, I am wondering if anyone experienced something simillar and knows how to get this to work: I am trying to change the options that appear wh...

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Customer experience | Sales, Customer Insights, CRM Customer Type Measures not calculating

Posted on by HS-10011402-0 0

Hi, I am struggling creating a measure Annual Contract Value which is a Customer Type measure. I have an Account table which is mapped to t...

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Customer experience | Sales, Customer Insights, CRM Mix and match discount - Buy X Get Y

Posted on by CU12011347-0 0

Is it possible to use a mix-and-match discount in the Retail module to create a 'buy X, get Y for free' discount? For example: if customers purchase...

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Customer experience | Sales, Customer Insights, CRM Lead Re Routing leads that are historic

Last replied Posted on by Kes7 7

Hi All I am familiar with lead re-routing and have achieved this successfully for new in coming leads. We have however moved CRMs recently, and migrated leads from Salesforce into Dynamics, so we are sitting with a pretty hefty amount of historic ...

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Customer experience | Sales, Customer Insights, CRM Close Quote using Power Automate

Last replied Posted on by SDH_84 0

Hello, Has anyone got any experience of closing quotes via Power Automate. I have successfully created the Close Quote Activ...

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Customer experience | Sales, Customer Insights, CRM Is there an auto-populate County function or add-on

Last replied Posted on by sscinokc 29

While I know there is address validation with Dynamics 365, I do not see anywhere where the County is identified. Is there such a thing? ...

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Customer experience | Sales, Customer Insights, CRM Dynamics 365 app is not available. sandbox via cdx.transform.microsoft.com

Last replied Posted on by SA-10011419-0 2

Hi, I completed the Dynamics 365 Fundamentals (CRM) certification. This was possible without access to a sandbox. Now I want to deepen my knowledge...

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