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Customer experience | Sales, Customer Insights, CRM

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, ...

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Customer experience | Sales, Customer Insights, CRM

Posted on by JM-21071645-0 0

I am using Xrmtool to embed Power BI  report. Filter shows broken in Dyanamics. however I have other reports that work fine.

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Customer experience | Sales, Customer Insights, CRM

Posted on by JM-21071645-0 0

For a powerbi report embedded using xrm toobox. filter is broken. Same environment other reports are working. where could the issue be?

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Customer experience | Sales, Customer Insights, CRM

Posted on by tommalt 0

We requested the preview feature to enable external users to upload files in 2023 - as per this thread: https://community.dynamics.com/forums/t...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by AB-19091438-0 5

Hi All,   I need some help/suggestions how to modify and also create better sales focused dashboards within Dynamics.  I have been told ...

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Customer experience | Sales, Customer Insights, CRM

Posted on by VW-04041200-0 37

Hello, for about a week now, a new compliance profile named "pes" has appeared in two of our customers' independent environments. Does anyone know w...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by AB-29061426-0 2

Hi all,   I'm exploring options to integrate Whatsapp/WeChat in our Sales/CIJ environment. I was wondering if anyone has built their own Wha...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU21070523-0 0

I have a requirement which says we need to get all the people involved with a contact from our organization and I need write a query to get that (fr...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by AD-14072015-0 0

I run CIJ across 3 environments. DEV, UAT and PROD. Fairly standard practice as far as I am aware.   We are having issues now where our envir...

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Customer experience | Sales, Customer Insights, CRM

Posted on by CU06081200-0 8

Hi Everyone, We have a question regarding the Dynamics 365 CE and Adobe Marketo sync. Our Dynamics 365 CE environment was recently refreshed, and ...

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