Customer experience | Sales, Customer Insights, CRM

Posted on by BP-30051101-0 0

Hi,   Data Analyst here trying to help the marketing team recently restructured. I have created a segment in Outbound marketing and I curren...

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Last replied Posted on by NL-02121618-0 2

Is there a way to add products to closed opportunities? i haven't been able to do this user end or through imports, is there a xrm tool that we may b...

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Last replied Posted on by r4vvm 184

I have exported a list of appointments with multiple attendees from a d365 crm environment into excel.  I want to import this into my new d365...

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Last replied Posted on by Testmermaid 0

Hi All,   Is there a best practice for naming convention in Dynamics for custom tables? I see some vendors use their name as a prefix and oth...

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Posted on by Christian K 134

User 1 sees the new email editor without a problem User 2 sees the new email editor only if he clicks on a recently created record. If he tries to ...

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Last replied Posted on by Jurbe3147 6

Hi,    Our format settings in the admin center look like this:   However our end users still see dates and numbers formatted th...

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Last replied Posted on by MS-11120747-0 0

Hello.   Since last month users are reporting issues with "network connection" in Sales model-driven app. It happens irregularly and in diffe...

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Last replied Posted on by CU28111156-0 45

Hi Community,   we are experiencing a weird issue. Suddendly, an email came to my mailbox saying that the flow called 'Sales Insights sequenc...

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Last replied Posted on by Samantha73 2,433

Hi All I'm not sure how others are managing print layouts - word. There are two problems   1. Change the default layout option   Inst...

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