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

Posted on by Scott_itD 597 Community Manager

Welcome to the Customer experience forum! We’re glad you're here! 🎉  Whether you’re interested in Sales, Customer Insights, Customer Voice, ...

0
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM How to store data in Object of array format in power automate?

Posted on by HimanshuKamboj 0

Hi All,   I have a power automate and I have declared an array variable, in this array variable I am appending two attribute from the list re...

0
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM Sales Qualification Agent Activation failed

Posted on by LA-02051057-0 27

Hello,   I am trying to enable the preview feature for Sales Qualification agent and I am following this setup guide: https://learn.microsof...

0
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM Unable to sign for MS D365 Customer Insights free trial

Posted on by PP-23050853-0 0

I am trying to sign up for a free trial of MS D365 Customer Insights from past 3 days but it is throwing following error  We are unable to sig...

0
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM Major architecture decision about whether to use segment based journeys or realtime journeys

Posted on by Mazex 52

Hello guys,       I have a question and not sure to decide whether to use segment based journeys or realtime journeys. Below is the ...

0
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM sales order unlock price update from Plugin

Posted on by Samantha73 2,869

Hi All When a sales order is created from a quote , on the salesorder entity ispricelocked field set to true preventing updating lines. Can we creat...

0
Replies
Suggested answer
Customer experience | Sales, Customer Insights, CRM Alternative to out of the box integration with Sharepoint

Last replied Posted on by jorge.daniel 25

Hi, I am implementing Customoer Engagement and focusing on Sales and Customer Service. I started with sales and now I find myself in a situation where I don't really know how to implement sharepoint integration. The sharepoint I want to connec...

3
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM Power Automate Flow expression

Posted on by sandeepc 5,470

Hi  is the below expression is correct     slice(outputs('Compose_-_Description'), add(indexOf(outputs('Compose_-_Description'...

0
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM Country code is wrong

Last replied Posted on by LM-22051607-0 0

When I try to make a call within the Dynamics sales app, the prefix is +44. I'm in the USA, where do I change it to +1?

1
Replies
Suggested answer
Customer experience | Sales, Customer Insights, CRM Convert Personal Views into System Views

Last replied Posted on by MH-21061655-0 3

I am the Administrator of our CRM. Can I promote a personal view to a system view, or do I have to rebuild the view as a system view?

3
Replies

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 225 Super User 2025 Season 1

#2
Eugen Podkorytov Profile Picture

Eugen Podkorytov 106

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 106 Most Valuable Professional

Overall leaderboard

Product updates

Dynamics 365 release plans