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

Posted on by Scott_itD 881 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 Mapping issues while importing data

Last replied Posted on by WG-14101734-0 2

Hi The Microsfort has changed its interface to import the data into Dynamics 365, Sales Hub, and we are facing challenges with field mapping while ...

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Customer experience | Sales, Customer Insights, CRM Lead Qualification + Evergreen - Lead Failure

Last replied Posted on by dcarpenter 43

Hi,    we have experienced a change in our Environment since september with the release of a new feature on Sales Hub (Lead Qualificatio...

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Customer experience | Sales, Customer Insights, CRM Incorrect remaining hours for a booked resource.

Last replied Posted on by AM-16101037-0 7

I would like to point out that the calendar is correctly set to 8 working hours and assigned to all resources, with the time zone set to GMT +1 Rome...

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Customer experience | Sales, Customer Insights, CRM New CIJ Email Button editor Fluent UI 2.0 / Mica not working as expected

Posted on by Alexander PixelZ 80

In the latest update wave 2 there is a new CIJ Email Button editor released working with Fluent UI 2.0  / Mica but it is not working as expecte...

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Customer experience | Sales, Customer Insights, CRM Sales Qualification Agent not showing leads even without search criteria

Posted on by CU17101358-0 0

Hi all,   I am configuring the Sales Qualification Agent (research agent) and have started/activated the agent. I have many leads in my syste...

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Customer experience | Sales, Customer Insights, CRM Regarding the field modified by is showing as System

Last replied Posted on by SP-25071125-0 8

Hi Team In D365 Sales ,A Entity record owner is assigned by a user, for example, Sales Rep A. A workflow has been configured to automatically upda...

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Customer experience | Sales, Customer Insights, CRM Set a default view per app

Last replied Posted on by CU06100827-0 6

Hi! I work in a Dynamics 365 environment with several model-driven apps, and I want a specific view to be the default view for all users in that app...

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Customer experience | Sales, Customer Insights, CRM Can not select system view when creating chart for system dashboard

Last replied Posted on by NoraCH 0

Hi,   I'm trying to add a chart for a system view I've created in a system dashboard. The view does not appear on view selector when adding t...

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Customer experience | Sales, Customer Insights, CRM Opportunity Close as Lost errors and how to find "Legacy" Command Buttons

Last replied Posted on by MF-29051904-0 28

Hi, and thanks for your help.   With some Opportunities but not others when using the Close as Lost button we are getting the following error...

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