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Customer experience | Sales, Customer Insights, CRM Different Opportunity Types in Dynamics 365 Sales

Last replied Posted on by JT-26031500-0 2

Hi there, As a Business we have now decided that we would like to categorise our opportunities into three buckets: New Business, Customer R...

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Customer experience | Sales, Customer Insights, CRM Lead records and seeing #InsightsAppsPlatform user account

Last replied Posted on by CU31101219-0 142

Hello, I have started to see the following user account " # InsightsAppsPlatform" when looking at the audit history of a lead record....

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Customer experience | Sales, Customer Insights, CRM Need to understand the impact or update for the Wave Upgrade

Last replied Posted on by MV-24120728-0 24

https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/sales/dynamics365-sales/enhanced-exchange-integration-server-side-synchronizati...

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Customer experience | Sales, Customer Insights, CRM Storage space requirement for "store exact copies of email on timeline" in CI-J?

Last replied Posted on by CU03091316-0 109

How much storage space is occupied by the feature "store exact copies of email on timeline" in CI-J? This feature is not very well documente...

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Customer experience | Sales, Customer Insights, CRM Unable to resend an email from a journey to an individual recipient in CI-J

Last replied Posted on by CU03091316-0 109

In the old Outbound product, it was easy to resend an email if a recipient called in to have it resent due to accidental deletion, spam filtration, ...

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Customer experience | Sales, Customer Insights, CRM Timezone of EmailDelivered table in Customer Insights-Journeys Real-time

Posted on by BJ-20051632-0 42

I am using the EmailDelivered, EmailOpened, and EmailClicked tables to create a Power BI report to analyze our email interactions. I'd like to know ...

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Customer experience | Sales, Customer Insights, CRM How to edit the email unsubscribe page

Last replied Posted on by IH-21031434-0 6

I'm trying to find out how to make changes to the unsubscribe page for our D365 setup. As of now, when someone clicks on an unsubscribe lin...

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Customer experience | Sales, Customer Insights, CRM Problem with sms response return to d365 journey

Posted on by LA-13031724-0 8

I am facing problems with the response to SMS sent by the journey, the SMS reaches the user but when responding to the journey it does not recogniz...

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Customer experience | Sales, Customer Insights, CRM I can't return an action in my journey through Power Automate with a Power Virtual Agents trigger

Last replied Posted on by LA-13031724-0 8

I can't return an action in my journey through Power Automate with a Power Virtual Agents trigger, In this image I just show which trigger, every t...

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