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

Posted on by Scott_iTalent 267

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 Disable draft with copilot from dynamics 365 Sales/CS email form

Last replied Posted on by smorgan86 30

Hi,    Does anyone know how to get rid of 'draft with copilot' from an compose email form.   We do not have copilot enabled at al...

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Customer experience | Sales, Customer Insights, CRM How to automatically put shared mailbox address in "From" field when sending emails

Last replied Posted on by idanorin 0

Hi,    I've only very recently created a model driven app using Dynamics customer service functionality.  The main purpose of this...

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Customer experience | Sales, Customer Insights, CRM Open Rate Dropped Greatly, over 25% lower, after starting to use Real Time journeys

Last replied Posted on by JK-23110355-0 0

I am a new user. My company was using OutBound. We used segments, which were made up of owned groups. Salespeople own most of the groups and toggle ...

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Customer experience | Sales, Customer Insights, CRM When Did The Customer Voice Send a Survey Power Automate Action Change?

Last replied Posted on by jim.corriveau@chest... 325

Hello,   In Power Automate I could send a Customer Voice Survey using the Send a Survey action.  This action included the ability to pas...

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Customer experience | Sales, Customer Insights, CRM Privilege error when trying to qualify lead

Last replied Posted on by Migoed 10

Hello,    When our users are trying to qualify a lead, we get following error: "{"ActivityId":"8d502ac7-85e5-43c9-b5ff-2158052e97f5","e...

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Customer experience | Sales, Customer Insights, CRM Getting error while creating the Appointment

Posted on by CU25111013-0 0

I am not able to create an appointment for today's date I have disabled all the custom plugin for Appointment.   I have attached the Error...

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Customer experience | Sales, Customer Insights, CRM customer credit limit

Last replied Posted on by 7asan 50

hello   Is there a feature or setting that can trigger a notification displaying a customer's credit limit and balance when they are selected...

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Customer experience | Sales, Customer Insights, CRM How to do clone in cases records using plugin

Last replied Posted on by Md Arshad Warsi 90

I have created one custom button through ribbon work bench. once i click on button it should be clone the particular cases records through plugin. 

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Customer experience | Sales, Customer Insights, CRM Bundle QTY is not reflecting to Bundle Products

Last replied Posted on by VN-22111454-0 2

Hello Experts, Thank you for your time and assistance in advance.We're facing an issue with our Product Bundle configuration:Current Behavior: When ...

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