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

Posted on by Scott_itD 899 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 How do I get data from Dynamics 365 Real Time Marketing in Power BI?

Last replied Posted on by AM_CRC 18

Can anyone walk me through step by step on how I access the Dynamics 365 Real Time Marketing data to add to Power BI report? Specifcally I am trying...

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Customer experience | Sales, Customer Insights, CRM Trying to integrate Azure Maps into D365 CE

Last replied Posted on by CU31101219-0 189

Hello,   I have a custom table, and custom form.  On this form, I have longitude and Latitude fields.  I need a map on this form th...

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Customer experience | Sales, Customer Insights, CRM ADF into Dataverse

Last replied Posted on by MVP-Phipps 5

I am having an issue updating Dataverse lookup columns via Azure Data Factory. Has anyone done this before?

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Customer experience | Sales, Customer Insights, CRM Difference Between Assign and Update Message

Last replied Posted on by MR-21100545-0 3

Hello fellas,   I would like to know which message is to register when we have to run the plug-in on change of record's owner while we know i...

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Customer experience | Sales, Customer Insights, CRM Disable Automatic Update of End Date/Time When Setting Reservation status to 'Completed'

Last replied Posted on by CU23100303-0 157

Currently, in D365 Field Service, when changing the status of a Booking to Completed, the End Date and Time are automatically filled in. However, th...

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Customer experience | Sales, Customer Insights, CRM Open phone calls automatically setting to complete and the Actual End time wiping to 00:00

Last replied Posted on by jimalsop 5

We are finding any open call record is being completed by the system after 3-10 minutes, whilst this does tidy up ope records when it is done, the time and date for the Actual End field is wiping to DD/MM/YYY 00:00 (as if it was date only). In a s...

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Customer experience | Sales, Customer Insights, CRM How to show 2 decimal places but calculate with 5 in Dynamics 365 Sales?

Last replied Posted on by r4vvm 204

In Dynamics 365 Sales, we've set currency precision to 5 decimal places to support accurate calculations (e.g., Price Per Unit × Quantity). However,...

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Customer experience | Sales, Customer Insights, CRM Problem with importing values for multiselect option sets

Last replied Posted on by AZ-01081450-0 4

Hi! I work on a project where we use multiselect fields for accounts and opportunities. Does anybody know if there is possibility to import records...

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Customer experience | Sales, Customer Insights, CRM Two sub grid of same entity, I wan to perform something on QC form based on sub grid name?

Last replied Posted on by Himanshu Kamboj 421

I have a legal entity, and here I have two subgrid of Ownership entity(entity is same in both subgrid), on ownership entity level I have two lookup ...

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