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

Posted on by Scott_itD 913 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 Edited XML chart unable to replace the current one

Posted on by (J-18111853-0 0

I am the System Administrator and Environment Maker of the D365 Sales. I'm working on the D365 Sales Professional and found the Y-axis value is diff...

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Customer experience | Sales, Customer Insights, CRM Add Account contact to "Invoice Product" view

Last replied Posted on by HS-21081403-0 14

How do I add account  primary contact to "Invoice Product" view?

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Customer experience | Sales, Customer Insights, CRM Creating triggers in Dynamics 365 using trigger tracker

Last replied Posted on by PM-15111454-0 0

I would like to understand the risk in using dynamics trigger which expose the ingestion key in popular CMS like Wordpress.   Ideally I would...

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Customer experience | Sales, Customer Insights, CRM Mailbox syncronizationn creating folders "CrmOrgMailboxPrefix" in Outlook

Last replied Posted on by CU22100956-0 35

Hi , We’re running into a strange issue with one specific user whose mailbox is synchronized with Dynamics 365. As soon as we enable server-side s...

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Customer experience | Sales, Customer Insights, CRM Field Security on Contact entity

Last replied Posted on by OT-15090228-0 13

Hello everyone,   I have a question about Field Security in Dynamics CRM. My client is an international company with more than five countries ...

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Customer experience | Sales, Customer Insights, CRM How do i handle multiple opportunities representing the same salesprocess?

Last replied Posted on by CU17110857-0 0

I have a customer that uses Dynamics 365 sales for selling construction equipment for big building projects.  When my customer becomes aware of ...

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Customer experience | Sales, Customer Insights, CRM RTM - Cancel Event Registration with prefilled email address and specific events

Last replied Posted on by OKX 18

Hello Dynamics 365 Community! I'm currently working on setting up an event registration cancellation process using CIJ, and i have encountered som...

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Customer experience | Sales, Customer Insights, CRM Automatically test , enable and approve mailboxes

Last replied Posted on by SH-06100756-0 8

Is there any way to automatically test&enable and approve mailboxes using Power automate or other tools when new users are added to the environm...

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Customer experience | Sales, Customer Insights, CRM Boost event engagement with journeys

Last replied Posted on by BhavC 23

Hi,   I followed the instructions on this page and created a journey however both of my test event registrations have gone through all the lo...

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