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Customer experience | Sales, Customer Insights, CRM Looking to change filter for a user to show all of the Account Team Roles

Last replied Posted on by SB-14081629-0 2

I am new to this D365 world and hoping I could get some help. Within the SMO - Sales Hub which was kicked off the same time as the Customer...

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Customer experience | Sales, Customer Insights, CRM Read/Extract data from Dynamics CRM Sales via Python

Last replied Posted on by Community Member 2

Hello all,I am very new to Dynamics CRM and have a question. Is there a way to read data from the dynamics CRM sales database via Python script?...

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Customer experience | Sales, Customer Insights, CRM Upsert (Update and Insert) Data into Dynamics CRM via Python

Last replied Posted on by rel_ns4693@exactsci... 7

Hi All, I am trying to perform Upsert data (5K records) into Dynamics from Databricks (via python). Is there a way to do that? Thanks a lot for your help.

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Customer experience | Sales, Customer Insights, CRM How Decode Choices in Dynamics CRM 365 Using Python or SQL

Last replied Posted on by carltonp 5

Hello Community. My first post here, I have been using the following link to retrieve to decode option sets in a table https://github.com/slavatrofimov/Synapse-Link-for-Dataverse-data-enrichment-in-Serverless-SQL-Pools/blob/main/SQL/Enrich%20Syna...

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Customer experience | Sales, Customer Insights, CRM Email “From” and “Reply-to” overwritten after selecting template in Customer Insights – Journeys

Last replied Posted on by AH-24061335-0 23

Hi everyone, We are experiencing an issue in Customer Insights – Journeys where the From and Reply-to values from an email template are bein...

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Customer experience | Sales, Customer Insights, CRM D365 Sales How to Select Multiple Countries/Regions, etc.?

Last replied Posted on by RH 313

I've been trying to modify the CRM D365 Sales. We're trying to find a way to have a dropdown that would have perhaps i.e. EUROPE, then UK, then Engla...

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Customer experience | Sales, Customer Insights, CRM cdsusermanagement reverting user first and last name when a license is assigned

Last replied Posted on by Barış Kuzu 223

Hello, Our users' name revert to English characters when there's an update to their licenses. Any license. I've verified that the user's name is co...

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Customer experience | Sales, Customer Insights, CRM Create view based on Sharepoint attachement

Last replied Posted on by Quartzite 128

I want to create a view based on SharePoint attachments. Is there a way to achieve this?

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Customer experience | Sales, Customer Insights, CRM Unable to Update BusinessCopilotAI – Package Not Compatible with Environment