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Customer experience | Sales, Customer Insights, CRM

Welcome to the Customer experience forum!

Posted on by Scott_itD 1,096 Community Manager

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

Dynamics 365 Sales

Outbound to Real-Time Transition

Dynamics 365 Customer Voice

Dynamics 365 Customer Insights - Data

Dynamics 365 Customer Insights - Journeys

Microsoft Dynamics CRM

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Customer experience | Sales, Customer Insights, CRM

I need to add answser in the status code in complete order

Last replied Posted on by AA-08071355-0 4

I need to add two options when I click on complete order (cumprir ordem), within the order (ordem) instance in Dynamics 365 (in the file, number 1)....

Microsoft Dynamics CRM

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Customer experience | Sales, Customer Insights, CRM

Revealing Accounts that are using Org Charts

Posted on by MF-29051904-0 47

Hi All, We would like to encourage the use of Org Charts by our sales teams. But, I have been unable to find any way of creating a...

Dynamics 365 Sales

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Customer experience | Sales, Customer Insights, CRM

Segment takes a long time to prepare

Posted on by MG-13071529-0 0

Hi, I have created a segment from a CSV file. Before when I created segments via a query the segment would be available within an hour. Thi...

Dynamics 365 Customer Insights - Journeys

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Customer experience | Sales, Customer Insights, CRM

Plugin errors while creating an entity and trying to increment the value of an attribute by default

Last replied Posted on by Joel D 365

Hi, I created a plugin which is triggered by a "Create" event and should assign a value to the "code" attribute by incrementing the code number of the last target entity created.The code attribute is a whole number, and it'...

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Customer experience | Sales, Customer Insights, CRM

ICRM VIEW 360 & SERVICE NOT WORKING

Last replied Posted on by CA-02070808-0 0

ICRM VIEW 360 & SERVICE NOT WORKING DUE TO SOME TECHNICAL ISSUE PLEASE RESOLVE THIS QUERY NEEDFULLY. ALSO ATTCHED SS FOR ERROR.

Microsoft Dynamics CRM

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Customer experience | Sales, Customer Insights, CRM

Forecast not refreshing

Last replied Posted on by MF-29051904-0 47

In Dynamics 365 CE what are the most common reasons for a Forecast to not refresh after using the Recalculate button. I have used the button repeate...

Dynamics 365 Sales

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Customer experience | Sales, Customer Insights, CRM

Business Process Flow User Lookup Does Not Allow Custom Lookup View

Last replied Posted on by Himani Mehta 6

Hi everyone, I have a custom lookup field that references the System User table. On the main form, I have configured a custom lookup view that filt...

Microsoft Dynamics CRM

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Customer experience | Sales, Customer Insights, CRM

how to grant Contributor-level functionality without Environment Maker & System Customizer?

Last replied Posted on by SG-05021615-0 0

Hi everyone, I'm looking for real-world experiences on a governance dilemma we're facing with Customer Insights - Data + Customer Insights - Journe...

Dynamics 365 Customer Insights - Data