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

Posted on by Scott_itD 923 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 CI-J Marketing form theme changes not Saving

Last replied Posted on by LaurenW 18

When a create a new Marketing form or Form template in RTM, I update the Theme by adding new to the colour palette, changing inner colour background...

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Customer experience | Sales, Customer Insights, CRM Account quick create within a contact quick create form

Posted on by JV-27111055-0 0

i have an issue to solve within Dynamics CRM. This relates to the entities of Contact and Account. The flow starts from the main CRM page where we ...

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Customer experience | Sales, Customer Insights, CRM Customer Insights Journeys Form Creates Contacts With “Do Not Allow” Bulk Email Consent

Last replied Posted on by AsheshR 21

Hi everyone 👋 I’m facing an issue in Dynamics 365 Customer Insights – Journeys (Real-Time) related to contact creation via CI Forms. ...

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Customer experience | Sales, Customer Insights, CRM Plugin errors while creating an entity and trying to increment the value of an attribute by default

Last replied Posted on by Joel D 355

Hi, I created a plugin which is triggered by a "Create" event and should assign a value to the "code" attribute by incrementing the code number of the last target entity created.The code attribute is a whole number, and it'...

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Customer experience | Sales, Customer Insights, CRM Users can't select personal list views when they create personal dashboards

Last replied Posted on by CU17110607-0 7

Hi All, I'm CRM system admin. We face current issue on dashboards that users (including system admin) don't see personal list views in oppo...

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Customer experience | Sales, Customer Insights, CRM Best method for surveys in Dynamics 365 — Customer Voice vs Real-Time Marketing Form?

Last replied Posted on by jseb04 35

Hi everyone, I’m trying to decide on the best approach to send surveys and store the information for each customer inside Dynamics 365. I see two ...

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Customer experience | Sales, Customer Insights, CRM Business process flow - Automatically pin stage panel

Last replied Posted on by BE-25111106-0 0

Hello all, I hope someone can help me clarify the following requirement. We have a client who is using a Business Process Flow (BPF) on a rec...

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Customer experience | Sales, Customer Insights, CRM How to compare lookup value to Guid in Xrm.WebApi.RetrieveMultipleRecords?

Last replied Posted on by Joel D 355

Hi, I added my JavaScript function to the form of entity Collection.I want to retrieve the records of entity Movie related to the current Collection, and I'm doing it by using a fetchXml which will be passed inside a Xrm.WebApi.retrieveMultipl...

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Customer experience | Sales, Customer Insights, CRM Check API access on Dataverse data

Last replied Posted on by Silvia Innamorati 33

Hi everyone, I'd like to see if anyone can export data from Dataverse to other software (using the API). Can someone help me? Tha...

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