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

Posted on by Scott_itD 851 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 Not able to login to the environment that i have created

Last replied Posted on by CU03100544-0 0

Im not able to open the server environment or login to the environment. This is the Issue I'm facing. How can i resolve it ?

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Customer experience | Sales, Customer Insights, CRM Email templates - Sales vs Customer service - choice of language

Last replied Posted on by Cat_Car 153

Hello, for a while now whenever a customer agent chooses an email template to use in a case, they no longer have the option to select the language t...

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Customer experience | Sales, Customer Insights, CRM How to migrate records from Pipedrive to D365 Sales?

Last replied Posted on by RH 339

There's a offshore team that has been using Pipedrive. We're trying to import their data (some at different stages in the BPF, some that are Lead, Op...

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Customer experience | Sales, Customer Insights, CRM Enable Sales Insights Settings (Area) for a custom role

Last replied Posted on by CU28081704-2 0

Hi    As of now the "Sales Insights Settings" area in Sales Hub application is shown only for System Administrator role. How can we enab...

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Customer experience | Sales, Customer Insights, CRM halper

Posted on by CU26071816-3 0

Hey, I had been searching for some kind of AI business manager that could actually work for solo entrepreneurs like me. After wasting time on half-b...

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Customer experience | Sales, Customer Insights, CRM Should not auto populate value in meeting form when I open from contact

Last replied Posted on by sandeepc 5,514

Hi , In meeting entity  Earlier We had To field when we select any value in To field then we have a client field which autopopulates based on...

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Customer experience | Sales, Customer Insights, CRM what are the best smartlists CRM for realtors

Last replied Posted on by CU29090519-0 0

suggest me the best CRM for the real estate business

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Customer experience | Sales, Customer Insights, CRM Recent and Pinned Features Not Working in D365

Last replied Posted on by Muhammad Ainuddin 108

I’m having an issue with the Recent and Pinned features in Dynamics 365 (Dataverse version 9.2.25084.180). When I browse and pin a recent record, ...

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Customer experience | Sales, Customer Insights, CRM Timeline bookmarks

Last replied Posted on by BeckyC2418 10

We recently moved from CRM 2016 to Dynamics CRM. For some reason, the ability to create bookmarks on timelines is only available to someone with a s...

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