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

Posted on by Scott_itD 736 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 Avalara Tax integration w/ D365

Posted on by AH-31052106-0 189

Recently integrated Avalara Tax into D365, so sales tax can be applied to PDF sales quotes. We now notice a blank line on the product section of the...

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Customer experience | Sales, Customer Insights, CRM How to pinpoint which plugin causes changes to a field

Last replied Posted on by HW-31071310-0 4

  In one of my projects, any data entered in address1_city on the account is automagically converted to uppercase. The conversion happens imme...

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Customer experience | Sales, Customer Insights, CRM Field Level Security Restriction on Fields, exception for own records.

Last replied Posted on by LB-01080952-0 0

We have enabled Field level security for certain fields like Email ID of account for a role. But we want to allow the user to see the fields of the ...

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Customer experience | Sales, Customer Insights, CRM Blocked contacts after Microsoft update in Customer Insights - Journeys app

Posted on by AZ-01081450-0 0

Hello! One of my customers has a problem with sending marketing emails from Customer Insights - Journey app after last Microsoft update. There is a ...

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Customer experience | Sales, Customer Insights, CRM Email Signature appears in the middle with the new look

Last replied Posted on by CU09061655-0 4

I want this email Signature to be in the middle. I have tried, but this issue persists. Any suggestions 

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Customer experience | Sales, Customer Insights, CRM Upload files in Dynamics 365 CRM more than 1GB

Last replied Posted on by Community Member 16

Hi,   We are working on a construction project in Dynamics 365 CRM.   We have "Project" Table where we ask the users to upload some do...

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Customer experience | Sales, Customer Insights, CRM How to fetch more than 10000 records in power automate?

Last replied Posted on by Himanshu Kamboj 419

I have a requirement to process all contacts and need to perform further action on records, but the issue is that we have more than 100000 records i...

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Customer experience | Sales, Customer Insights, CRM Unable to delete elements in email

Last replied Posted on by PatJ@secondharvest.ca 47

Today I went to edit emails in customer insights but am unable to remove/delete existing elements. I can add and edit but unable to remove. Appears ...

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Customer experience | Sales, Customer Insights, CRM 2700 Email Addresses Deleted from Contacts Records in middle of night

Last replied Posted on by SS-11041921-0 17

Hello -    Looking for some help finding what process/problem caused ~2700 contacts to get "updated" in the middle of the night without ...

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