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

Posted on by Scott_itD 915 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 I cannot get the Outlook app for Dynamics 365 on Prem to connect

Last replied Posted on by SteveHFX 4

Hello I have been trying to get the Outlook App for 365 working with our on prem deployment without much success.   I believe that I have everything setup correctly as per all the other posts and troubleshooting steps I have found. We ar...

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Customer experience | Sales, Customer Insights, CRM Power apps….how to track who is using them

Posted on by CU15071217-3 0

Hello, is there a way I can track who creates and uses Power Apps? Also, do you determine if the licensing is correct? Is there may be a report or a ...

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Customer experience | Sales, Customer Insights, CRM Unexpected Behavior in Dynamics 365 Sales Workflow

Last replied Posted on by Stella Glennon 47

Hello everyone, I recently created a custom workflow in Dynamics 365 Sales, but it seems to behave inconsistently. Sometimes it triggers correctly, ...

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Customer experience | Sales, Customer Insights, CRM Dual Write not Allowing Owner Change on Records

Posted on by Bryan Gruszka 10

Hello,   We have a Dynamics Sales environment connected to F&O via Dual Write. On some records, we encounter errors when trying to change...

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Customer experience | Sales, Customer Insights, CRM Contract Proposal error

Posted on by DK-25031317-0 36

When one particular user tries the Visit Schedule on a contract proposal they get the below errors:     On the "Exception has thrown by...

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Customer experience | Sales, Customer Insights, CRM Find Segment Memberships For a Contact

Posted on by suva2381 55

Hello , I need to find what are the segments it is associated with.We can find segment members but looks like there is no api/table availble to fin...

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Customer experience | Sales, Customer Insights, CRM Create view by filtering via multiple email addresses

Posted on by MO-19111552-0 0

Hello,   I'm curious if there is a way to create a view by filtering via multiple email address. Use case: lets say I have a list of 500 emai...

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Suggested answer
Customer experience | Sales, Customer Insights, CRM Unable to download/open note attachment from timeline

Last replied Posted on by CU22100956-0 35

Hi everyone, We’re experiencing an issue in our Dynamics 365 Customer Service environment where some users cannot open file attachments (e.g. .doc...

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Customer experience | Sales, Customer Insights, CRM planned date - listed on the line details tab

Posted on by FF-19111439-0 0

I have set the planned ship date and confirmed ship date on my sales order for a project. The concern is the planned date under planning control doe...

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