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Customer experience | Sales, Customer Insights, CRM Unable to Enable Email Engagement in Sales Insights – No Error Message

Last replied Posted on by LK-29110524-0 2

After navigating to the Sales Insights settings and selecting Email Engagement under Productivity, clicking the Enable Email Engagement button does ...

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

Last replied Posted on by CU28111156-0 34

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 How to assign default landing page for all users when interactive experience used

Last replied Posted on by Samantha73 2,413

Hi All I know each user can set the default landing page form personal settings page. Is there a way to set the default page to all users from admi...

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Customer experience | Sales, Customer Insights, CRM Quote template with Parent ID

Last replied Posted on by NR-21101957-0 22

Hello, I am working on a quote template in Word for Dynamics 365 Sales Hub. I would like the quote to show the parent ID for products...

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Customer experience | Sales, Customer Insights, CRM Update JS code from CRM2011 to CRM365

Last replied Posted on by CU28110705-0 4

Hello I have a JS code that worked in crm2011.I updated for crm365. The code retrieve some record and match and show in a sub grid. All things wo...

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Customer experience | Sales, Customer Insights, CRM Dynamics Marketing Events SEO

Last replied Posted on by Newmayer2384 2

Hi, can Dynamics Marketing Events be found within Google Search? (Are those events created and plublished crawlable by the bots) Thank you!

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Customer experience | Sales, Customer Insights, CRM Customize Opportunity Close

Last replied Posted on by Hammed 364

I received a requirement to be able to customize Opportunity Close entity to change/edit Status reasons to include some specific reasons. Using my instance, I was able to make changes/edit the status reason for Opportunities Close entity. The foll...

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Customer experience | Sales, Customer Insights, CRM Word Template Formatting Options

Posted on by Samantha73 2,413

Hi All I'm trying to get my head around word templates and limitations. It seems you cannot format numbers and values in word it self. For example ...

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Customer experience | Sales, Customer Insights, CRM create flow with data from appointment entity

Last replied Posted on by dioni_25 5

Hello, I am trying to create a power automate flow that will send an email to the related contact of an appointment when specific criteria are met. But I cannot get contactid (optionalattendees) from the appointment. I use get a row by id ac...

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