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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,006 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

Last replied Posted on by OlehYaruchyk 30

Hi all I would like to integrate MD 365 Marketing forms to the website and for me is very important to know from what sources (Organic, Social, etc) come leads. I decided to create goals in Google Analytics (Submitted forms) and would like to tra...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by NGSD 112

Hello, I’m trying to find a specific contact within our segments. Aside from exporting the segment and searching in Excel, is there an out‑of‑the‑b...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU31101219-0 201

Hello All,   I heard the other day that Microsoft is starting to recommend not using patches, instead just update the main solution and keep ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by BJ-20051632-0 115

I am attempting to add fields from the Contact Point Consent table to a Segment in Customer Insights-Journeys (Real-Time)&n...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by NM-24021430-0 4

Hi there! I'm hoping to change the title of a live form, however when selecting the "edit" option, it seems I'm only able to change the fields, not ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU31101219-0 201

    CoPilot usage - ability to see who's using tokens and their user license to inform myself when to move folks between licensing types...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU22100956-0 47

Hi everyone, We’re experiencing an issue in our Dynamics 365 Customer Service environment where some users cannot open file attachments (e.g. .doc...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by KBg 17

Hi everyone, has anyone seen any new releases for Wave 1 2026? Usually it is out by now. Anyone else in the same boat?

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Customer experience | Sales, Customer Insights, CRM

Posted on by CU31101219-0 201

Hello,   I have a question around Center of Excellence toolkit/PowerBI   Why is the below tabs empty the ones with a line through them...

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