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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,086 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

Last replied Posted on by Recruitment 2019 46

Hi All, I am really stumped on how I can implement a power automate flow which will be able to do the following: Send a birthday text to candidates who's birthdays are today. I created a field in Dynamics which has calculated the candidates bi...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SG-25031541-0 43

I can't close an opportunity as won when I have an active offer, even though I used to be able to. Why is that? The "Close Offer as Won" button does...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by ADes 11

Has anyone else seen Real Time Customer Journey forms suddenly switch which lookup column they display? We have a Country lookup field on both Co...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU07010933-0 4

I wonder about email link clicked trigger in customer insight journey.   I choose email = email1 in the trigger but when i click link in emai...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by ROHITHGMURALI 3

Hello,   I am currently trying to do an ingestion from a non-databricks datastore to customer insights by programmatically converting my data...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SG-25031541-0 43

Has there been a recent update to Dynamics 365 Sales Enterprise? Previously, I could close a deal as a win without creating a quote. Is there a wa...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by RG-02060900-0 2

I am unable to log in to CRM/ 

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU31101219-0 221

How can I modify the "Export members" button as I would like to add more fields to this export?  Please let me know, thank you.  

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU10051341-0 4

I am very frustrated with MS and their constant push on AI solutions to my problem is simply accessing my MC Account. I need to interact with a real ...

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