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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,060 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 SG-17020038-0 2

Team,   What is a simple way to setup stock and demo buckets? Currently our team can't decipher between them as they're all "internal" on the...

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Customer experience | Sales, Customer Insights, CRM

Posted on by AS-21041458-0 0

Wie exportiere ich die Teilnehmerlisten inkl. Statusgrund (also "Registriert" oder "Eingecheckt") eines Events aus Dynamics Customer Insights? Ich ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SG-17020038-0 2

Hello,   is there a front end that reflects a CRM in CE? Our system setup is very driven towards finance and production, and I’m missing the ...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Cat_Car 196

Hello Community, In Dynamics 365 Customer Insights, when I create an email, the text at the bottom that says "Unsubscribe"—which is linked to the c...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Sol007 187

Hi all, I am trying to clone an existing opportunity and the Business process flow (orange) stages?  The logic is when the opportunity is closed as won, then it creates another cloned new opportunity with all fields except that the contract s...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by LM-18040844-0 0

Hello, we are using Dynamics 365 CRM onprem and have troubles opening the "system settings" windows. When the window pop ups, it immediatelly shows...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MU-09032247-0 2

I have added dataverse as a datasource and and add a tables. but unification was not correct and some field in the table are not correct so delete t...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Monty_270311 90

Hi,   I have just created a new environment and am trying to add the Edit filters and Edit columns buttons in the Features section in Power P...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Radoslavov 420

Hi All,   I'm struggling to find out why, for some users, this is the new look for a view, and is this something that the users can activate ...

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