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

Posted on by Scott_itD 660 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 The journey representation is malformed and cannot be published.

Last replied Posted on by AB-16051251-0 34

I just made a very extensive journey in RTM and I get this error message.   The journey representation is malformed and cannot be published. &...

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Customer experience | Sales, Customer Insights, CRM Behavioural segment on total email opens

Last replied Posted on by CU26051002-2 34

Hello,   i just wanted to build an email segment based on total e-mail opens like i was used to in Outbound, but it doesn't seem to work in R...

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Customer experience | Sales, Customer Insights, CRM Can't replicate outbound segment in realtime

Last replied Posted on by CU26051002-2 34

Hello,   i have a segment which i still built in outbound module and i'm trying to replicate it in realtime. No matter how i build it, it won...

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Customer experience | Sales, Customer Insights, CRM Is it possible to assign a task to someone without changing the record owner?

Last replied Posted on by LS-09071108-0 10

Hi I'm working in the sales app and trying to assign a task to a record using segments and work assignment.    I want the task to be pi...

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Customer experience | Sales, Customer Insights, CRM Copy and Paste Quote lines - Dynamics 365 Sales

Last replied Posted on by Bradders01 0

Hi All,   Is there any way possible to copy and paste multiple rows of quote lines in a single quote, i deal with blocks of the same part cod...

2
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Customer experience | Sales, Customer Insights, CRM Mixed third party data matching

Last replied Posted on by CU30061517-1 0

Hi I have a current situation where I regularly receive a set of contact data from a third-party provider. This data set can include both contacts...

1
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Customer experience | Sales, Customer Insights, CRM crmCreate is not defined / Automatic Record Creation and Update Rules

Last replied Posted on by Oleg Kos 7

Hi everyone,   When attempting to create a business rule for processing incoming emails using Automatic Record Creation and Update Rules in C...

3
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Customer experience | Sales, Customer Insights, CRM Help Understanding Customization in Dynamics 365 Sales vs Business Central (as a Developer)

Last replied Posted on by CU24061739-0 6

Hi I come from a Business Central background where I’ve worked on customizations using both AL (in Visual Studio Code) and previously with C/AL in...

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Customer experience | Sales, Customer Insights, CRM Opportunity Close - Quick Create form not starting

Last replied Posted on by Radoslavov 402

Hi all,   I have enabled Opportunity close - Quick Create form from my model-driven app and disabled the main form, however, when i pres...

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