Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by DG-04121528-0 2

Hi all   We have without doing any changes following problems: Within the entity opportunity (all other works), user can not save changes or ...

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Last replied Posted on by KF-12061558-0 0

For my selections I get 997 hits of customers. When I Export to excel, I get an Error.    The selections are customers with customer numb...

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Last replied Posted on by MarianneS 10

Hi! I have a question regarding the lead scoring model, and I would be really grateful if you can help me to solve this case! The thing is, that we would like to give minus points for inactivity. So if there's no activity (emails opened, ...

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Last replied Posted on by JO-10030854-0 7

Hello,   we are using Copilot for Sales for tracking emails and other activities to Dynamics 365, however not able to link the emails to Clos...

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Posted on by RA-04121308-0 0

Hello. When I want to close Opportunity with Close as Won button on the ribbon, it opens a pop-up window. I want it to be opened as side panel. Bu...

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Last replied Posted on by ML-03122247-0 0

I've done an AB test for a customer insights journey however it's showing that the test was inconclusive despite Version B being the clear winner. T...

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Last replied Posted on by BE-24100928-0 6

Is there a way to create and send internal notification emails similar to HubSpot or Marketo (see screenshots) without using Power Automate? The lea...

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Last replied Posted on by SS-11041921-0 27

We are running very basic email campaigns where we load a fixed list via segment and have emails sent out at specific times using the Wait until fea...

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Last replied Posted on by Cat_Car 174

  Hello, I want to change the default email of the sender and the "reply to email" in the settings and not each time in the email. Where do I...

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