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Customer experience | Sales, Customer Insights, CRM Welcome to the Customer experience forum!

Posted on by Scott_iTalent 286

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

0
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Customer experience | Sales, Customer Insights, CRM Power BI Question on Using M - Table.SelectRows

Last replied Posted on by RM-06090351-0 0

Hi there, I've set the following formula for retrieving the information from the next row of the same dataset; but the outcomes from the search bas...

3
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Customer experience | Sales, Customer Insights, CRM Bulk Deletion job - reuse existing

Last replied Posted on by Samantha73 2,418

Hi All Is there  a way rerun a bulk deletion job  ondemand. Say I create a job with the required filters and the rerun when I want curren...

1
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Customer experience | Sales, Customer Insights, CRM Business Process Flow Error

Last replied Posted on by CU07121122-0 0

  Hi All,   It prevents me to move to the next stage as shown.  I have double clicked the "No", and it still requires filled in. If...

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Customer experience | Sales, Customer Insights, CRM Export to Excel function suddenly missing from Custom Security Role

Last replied Posted on by CU08121731-0 0

I’m new to dynamics CRM and have inherited a Saleshub app which has two customised security roles - a read/write and a read only. Users of both role...

1
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Customer experience | Sales, Customer Insights, CRM Trigger a flow on adding a new row to a subgrid in a different tab on CRM form

Last replied Posted on by NV-12080530-0 37

Hi I have a subgrid on separate tab on the form. I want to trigger a flow on add or removal a row on this subgrid.   I read many posts which...

1
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Customer experience | Sales, Customer Insights, CRM Customer Voice survey submission - flow

Posted on by omss 2

Hi i have a customer voice survey that i want to automate with cloud flows.   I have 1x customer voice survey - in the survey typical questio...

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Customer experience | Sales, Customer Insights, CRM Testing on UAT

Posted on by Sasi Bridzet 49

Hi All, Could anyone guide me through the best practices for handling email and contact consent data in D365 UAT environments during real-time mark...

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Customer experience | Sales, Customer Insights, CRM Undelivered emails from outlook

Posted on by CU08121930-0 0

Hi!   I've got problem with some undelivered emails. Got many queues in my on-prem, which are tracking all of incoming emails. But some ot th...

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Customer experience | Sales, Customer Insights, CRM Quick Create shows in all apps

Last replied Posted on by Swift but Sincere 82

Created the quick create form in one app and it showed up in another.  So I removed it from the other.  Both the classic and powerapp interf...

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