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Customer experience | Sales, Customer Insights, CRM Rules based Territory Management vs manual account assignments.....which do companies more often chose? (MS Dynamics)

Last replied Posted on by Darrin Farnsworth 7

Hello forum, Does anyone have a sense for how widely used rules based Territory Management is in MS Dynamics vs manual account assignments? I understand Territory Mgt is available by default, but I'm interested to know whether a high per...

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Customer experience | Sales, Customer Insights, CRM From on prem V9.1.2.2 to latest stable version

Last replied Posted on by Abanoub_Techtrack 33

Dears, Greetings. Currently, we are managing on-prem version 9.1.2.2, and we need to update to the latest stable version. Shall I set ...

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Customer experience | Sales, Customer Insights, CRM Customer Voice Survey Links on Emails in a Case (D365) - Not Working

Last replied Posted on by RP-16042019-0 4

Hi there. A month ago, we had added customer voice survey links tied to email templates within Dynamics 365 (Customer Service - case ...

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Customer experience | Sales, Customer Insights, CRM How to connect Dynamics 365 records to an existing Sharepoint site/folder (that is already in use)?

Last replied Posted on by Stieben 10

Hi, I'm trying to connect Dynamics 365 (for Sales) to an existing Sharepoint site/folder. Normally when connecting Dynamics to Sharepoint, ...

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Customer experience | Sales, Customer Insights, CRM Opportunity record does not get auto refreshed after it closed.

Last replied Posted on by CU16040836-0 4

Opportunity record does not get auto refreshed after it closed. How to achieve this ?

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Customer experience | Sales, Customer Insights, CRM sales trial is not working

Last replied Posted on by CU17041634-0 0

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Customer experience | Sales, Customer Insights, CRM Creating a RTM Segment from contact who have gone through RTM Journey

Last replied Posted on by PatJ@secondharvest.ca 35

Hello, I don't see a way to create a real time marketing segment based on contact who have gone through a RTM journey. I know this was an o...

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Customer experience | Sales, Customer Insights, CRM Ship-To Codes in CRM

Last replied Posted on by JK-08011722-0 10

Our company has heavily used Ship To Codes in our ERP prior to our current move to Business Central and Dynamics 365 CRM. We were expecting ship-to ...

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Customer experience | Sales, Customer Insights, CRM Bing maps event location building

Last replied Posted on by Jetj25 534

How do I add a Bing maps at the event portal to show the event geolocation? I have read several documentation but could not find a step by step guide Do I have to create a webpage with map in the portal or a canvas app in D365 event within the bui...

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