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Customer experience | Sales, Customer Insights, CRM How to Use FLOW (Power Automate) to get Entity ID via ODATA

Last replied Posted on by ACECORP 1,579

I have a flow that changes ownership on records that are returned as the result of a series of fetch xml queries. The problem I have is that the note (annotation) record can be related to three different record types via the regarding object ...

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

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. I...

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Customer experience | Sales, Customer Insights, CRM Who should take the Microsoft Dynamics 365 Fundamentals Finance and Operations Apps (ERP) MB-920 exam?

Last replied Posted on by David Worner 15

As per Microsoft official site the Microsoft Dynamics 365 Fundamentals Finance and Operations Apps (ERP) MB-920 exam measures your ability to describe the concepts including Dynamics 365 Supply Chain Management; Dynamics Finance; Dynamics 365 Comm...

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Customer experience | Sales, Customer Insights, CRM How to Implement Short Codes in dynamic 365 marketing for sending Messages

Last replied Posted on by Rahman1005 2

Hi, I have a requirement to create short codes for sending marketing messages in Dynamics 365. Thank,

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Customer experience | Sales, Customer Insights, CRM Compliance Profile - Preference center form submission icon change.

Last replied Posted on by Tushar 5

Hey, I am trying to change the icon that is displayed when a user submits Preferences center form associated to a Compliance profile to manage subsc...

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Customer experience | Sales, Customer Insights, CRM Custom marketing fields on Form on Customer Insights Journeys

Last replied Posted on by Jouke 2

Hi, I’m looking to create a custom marketing field on a marketing form, to populate a field on the Event Registration table. This was possible in Dy...

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Customer experience | Sales, Customer Insights, CRM Error when attempting to insert dynamic field in email template

Last replied Posted on by MWVAN 6

When creating a new email template, the functionality of the template has recently changed. Replicated error for both Safari and Chrome, la...

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Customer experience | Sales, Customer Insights, CRM Sales Insights sequence daily usage flow failing

Last replied Posted on by CU28111156-0 36

Hi Community, we are experiencing a weird issue. Suddendly, an email came to my mailbox saying that the flow called 'Sales Insights sequenc...

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Customer experience | Sales, Customer Insights, CRM Customize Opportunity Close based on Opportunity field

Posted on by KA-21111713-0 2

I have a custom field on the Opportunity called Opportunity Type. This is a single select option set field. I would like to customize the Opportunit...

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