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Customer experience | Sales, Customer Insights, CRM

Posted on by Scott_itD 1,068 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

Posted on by CU06051833-0 0

Hi guys,   So I have been working on a Customer Insights real time journey. This journey... Triggers off the creation of a record in a cu...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by SG-25031541-0 19

 What can I do?

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Customer experience | Sales, Customer Insights, CRM

Posted on by JG-06051246-0 0

Hello everybody,    how are you working around the huge issue, that Lead Scores are only being refreshed every 2 hours? Considering Lea...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by KT-05051617-0 2 Microsoft Employee

It looks like there was new functionality added in the April 2026 release that changed the functionality of the Lookups.  Previously, a partial...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Eko_Jay 5

Hello Guys, I'm bulk importing contacts via [Excel/CSV] into Dynamics 365 Sales Hub. I want each contact to have a Note (under the Timeline/Activit...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Pallavi Phade 5,510 Super User 2026 Season 1

Namaste Everyone    We are currently facing challenges publishing a Copilot Studio agent within the Dynamics CRM mobile app. Based on se...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by LA-19121052-0 3

Hi! We have added custom utm values and want the utm_campaign value to be set to the campaign name. Campaign has been related to the journey and thi...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU06032357-0 6

We want to update portal authentication key for our portal we don't have global administration role can we update using portal azure app registratio...

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Customer experience | Sales, Customer Insights, CRM

Posted on by JE-04050955-0 0

Hi everyone, I'm looking for guidance on a CIJ scenario where the standard documented integration patterns don't seem to fit.   Scenario: W...

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