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Customer experience | Sales, Customer Insights, CRM CI-J Real-Time Marketing Form - Add Company Name

Last replied Posted on by BJ-20051632-0 60

I am trying to create a form to collect name, email, company, and job title. I see that someone else asked a similar question in the thread below bu...

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Customer experience | Sales, Customer Insights, CRM Rules based Territory Management vs manual account assignments.....which do companies more often chose? (MS Dynamics)

Last replied Posted on by Darrin Farnsworth 9

Hello forum, Does anyone have a sense for how widely used rules based Territory Management is in MS Dynamics vs manual account assignments? I understand Territory Mgt is available by default, but I'm interested to know whether a high per...

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Customer experience | Sales, Customer Insights, CRM Customer Voice Survey Links on Emails in a Case (D365) - Not Working

Last replied Posted on by RP-16042019-0 8

Hi there. A month ago, we had added customer voice survey links tied to email templates within Dynamics 365 (Customer Service - case ...

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Customer experience | Sales, Customer Insights, CRM OrganzationServiceFault error while creating a Price list item

Last replied Posted on by CU12100923-0 32

Hello Experts, The users having a role other than System Admin are getting OrganizationServiceFault error, when they create a Pri...

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Customer experience | Sales, Customer Insights, CRM Creating a RTM Segment from contact who have gone through RTM Journey

Last replied Posted on by PatJ@secondharvest.ca 39

Hello, I don't see a way to create a real time marketing segment based on contact who have gone through a RTM journey. I know this was an o...

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Customer experience | Sales, Customer Insights, CRM Account Planning Feature

Last replied Posted on by EBMRay 891

Hello Community, I am currently exploring the capabilities of the Sales Accelerator feature and wanted to check if it supports account planning fun...

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Customer experience | Sales, Customer Insights, CRM Setting goals using Connections

Last replied Posted on by EBMRay 891

Hello Community, I am currently exploring the Connections feature and wanted to check if it supports setting goals to reach specific positions with...

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Customer experience | Sales, Customer Insights, CRM From on prem V9.1.2.2 to latest stable version

Last replied Posted on by Abanoub_Techtrack 35

Dears, Greetings. Currently, we are managing on-prem version 9.1.2.2, and we need to update to the latest stable version. Shall I set ...

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Customer experience | Sales, Customer Insights, CRM How to connect Dynamics 365 records to an existing Sharepoint site/folder (that is already in use)?