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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,034 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 DM-02040851-0 0

Hello,   I have successfully enabled the Sales Qualification Agent in my Demo Customer Experience environment, and it has started processing ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by JI-04032016-0 4

Microsoft pushed Service Update 26014 to our cloud Dynamics 365 instance this past Monday and it seems to have created an error with the Pipeline Vie...

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Customer experience | Sales, Customer Insights, CRM

Posted on by SG-01041905-0 0

I uploaded a CSV file and included a column for description. I edited my columns and added the description column to my view. For the contact, where...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MajidX 20

We want to implement MS Dynamics Sales Enterprise and Marketing so I need to learn how to configure and setup. Can you tell me if there is a good resources to learn with or maybe even a walkthrough? What would you say the basic fundamentals ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Community Member 23

Hi community, I’m working on a Power Platform + Dynamics 365 CRM tenant-to-tenant migration and came across this thread: Solved: Migration of ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MF-29051904-0 32

Hi!   I want to show the age of open deals in Opportunity and the time needed to close Won deals.   Trying to create formula fields fo...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Cat_Car 186

Hello, I am trying to open some old segments in Customer insight, but the segments were made in the Outbound marketing.  And each time I open ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU20021453-0 14

If I want to schedule a new appointment via activities in d365 customer engagement, I want to be able to view the availability of my colleagues part...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by gburner 0

Hi - we are trying to train the Lead and Opportunity scoring models. They will run for over 8 hours in some cases then simply fail with this error -...

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