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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,072 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 Mike2009 0

Working with CI-J's If/then branch trigger in a Journey, selecting the branch condition type "The person is a member of a segment" is not working as...

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Customer experience | Sales, Customer Insights, CRM

Posted on by CU31101219-0 217

Hello,   I would like to know the following information:   1.  How can I get a report of all active users in our CRM system. ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by GV-13050845-0 25

Hi all, We are looking for a tool that copies Dynamics security to SharePoint. I found two tools online: SharePoint Security Sync (Inogic) ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU31101918-0 8

I see there are faculty to manage the consent (Subscribe/Unsubscribe) through 'Preference Center' in 'Compliance Profile' of 'Dynamics 365 Cust...

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Customer experience | Sales, Customer Insights, CRM

Posted on by TK-18051219-0 0 Microsoft Employee

Hi, can someone please help? I am getting this error message below. Thanks! Error Code: ipAddressNotInSpecifiedRange Timestamp: 5/18/2026 12:1...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Diam 45

Hi, I have a requirement to use the Azure Key vault inside a CE plugin. The idea is to get some values that are stored in the Key vault and use it in the Plugin. I been trying the example below. The Plugin is registered and it cast the error ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU12051246-0 0

I have created a new view in activity table. That view should be visible for particular roles and should be hidden for another roles.    ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SS-18050746-0 0

I want to hide the 'Qualifiy without Opportunity' option on click of Qualify button on Lead ribbon.

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Chris1968 347

Hi, Within the organisation we have a department who currently sends out word, pdf's that are required to be downloaded for these to be completed a...

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