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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 927 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

Posted on by אע-23061633-0 4

HI, i want that customers that in the journey will act this way :   if the customers Leaving the segment then they exiting the journey. &nb...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by DF-06081038-0 8

hi all,   follow the MS announcement that is a new feature regarding the account hierarchy visualization, we installed the wave 2 - 2025 in o...

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Customer experience | Sales, Customer Insights, CRM

Posted on by Himanshu Kamboj 423

Hi, I have two custom entities Legal entity  and ownership entity, legal entity contains the subgrids of ownership entity and I am using owner...

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Customer experience | Sales, Customer Insights, CRM

Posted on by AL-27120333 4

I attempted several methods to import data into Dynamics 365 Sales Professional but consistently encountered error messages, even when using Dataver...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Michel John 29

Hello Everyone, I have a small business and Using CRM to manage my business. Now I am growing my business into from small to mid size. Now I want to automate the business with dynamics 365 CRM. Here I want to know an answer of my question. The que...

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Customer experience | Sales, Customer Insights, CRM

Posted on by NB-05122057-0 0

My company is in the process of adopting Dynamics 365. I have been tasked with a portion of its development and understanding how the tools works. I ...

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Customer experience | Sales, Customer Insights, CRM

Posted on by SM-05121848-0 2

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by DG-04121528-0 4

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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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by RA-04121308-0 6

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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