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Service | Customer Service, Contact Center, Field Service, Guides How to add an icon when setting up a channel provider?

Last replied Posted on by CU10031100-0 0

Hello all, When i configure a channel provider in Customer Service Hub, i follow this documentation: https://learn.microsoft.com/en-us/dynamic...

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Customer experience | Sales, Customer Insights, CRM Dynamics page don't respond

Last replied Posted on by Nidhi Purohit 33

Hi Experts,   I am a admin of my orgs D365 sales app, one of my sales person is facing strange problem, whenever he try to add phone call in ...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics How to pass filte from Copilot Studio to Power Automate?

Posted on by LP-15050648-0 43

Hi everyone, We have created a chatbot for our customers and it creates a case in Dynamics when the question cannot be answered. After collecting ...

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Customer experience | Sales, Customer Insights, CRM How to collect and update consent for custom sms channels in CI-J?

Last replied Posted on by CU03091316-0 103

We are setting up an sms provider (Strex) as a custom channel in CI-J, as this is not one of the standard SMS providers available (and they provide ...

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Customer experience | Sales, Customer Insights, CRM Journey Start Point - First Order Placed - Trigger or Segment?

Last replied Posted on by LW-10031405-0 0

I want to create a journey which starts when a customer places their first order, the order will be recorded at Account level. I'm not sure whether ...

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Customer experience | Sales, Customer Insights, CRM Strange email tracking behaviour

Last replied Posted on by mamoran-100 10

In our Dynamics Sales 365 instance, we have tokens as the only correlation method for email tracking (see screenshot). We have recently seen the fol...

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Finance | Project Operations, Human Resources, AX, GP, SL Error on SEPA DirectDebit

Posted on by CH-11030637-0 0

Hi Maybe someone has an idea about an error I get since 2 weeks during creation of a SEPA direct debit payment file The generation shows following...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Mandatory field(sales co-pilot) should be optional(in crm ) using js

Posted on by sandeepc 5,142

Hi i have a requirement where i need to make business required field as optional using js   that field should be mandatory in sales co-pilo...

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Small and medium business | Business Central, NAV, RMS Sales analysis report - Current period

Last replied Posted on by Frida_Admotion 337

 in Hi! In my column in a sales analysis report I have set up this, and it worked very well when I set it up in January. I set the Matrix Opti...

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Small and medium business | Business Central, NAV, RMS AppSource - Code Signing

Last replied Posted on by CU11111007-0 29

Hi, I'm planning to submit an application to the Microsoft AppSource Marketplace, and so I have contacted a certificate vendor on the same. The Cert...

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