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

Posted on by Scott_itD 855 Community Manager

Welcome to the Customer experience forum! We’re glad you're here! 🎉  Whether you’re interested in Sales, Customer Insights, Customer Voice, ...

0
Replies
Suggested answer
Customer experience | Sales, Customer Insights, CRM Customer Insight Journey Segment - Remove related tables

Last replied Posted on by Ole Petter Loevik 2

Hi all, I have created a few custom entities in my solution, and added them to the CIJ Segment - Related Tables to be able to create Segments using ...

2
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM RETURN ORDER LINE

Posted on by ISMA 9

Hey guys!   I have a return order   Line 1 invoiced   Line 2 expected   order status open     So I need clo...

0
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM CRM Dynamics 365 - Account Management Activity Not able to add clients

Posted on by TA-13080810-0 0

Not able to add clients to "Account Management Activity" (client meeting).  See screenshot of error message attached.  I have tried removi...

0
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM Disable Filters Pane at Global/App Level in Dynamics 365

Posted on by Inkey Solutions 2,079

Hi everyone, We’re using Dynamics 365 (Sandbox environment), and we’d like to disable or hide the Filters pane at a global level across the system...

0
Replies
Suggested answer
Customer experience | Sales, Customer Insights, CRM Bullet points and list text - setting the styling / colour in an email

Last replied Posted on by JR-30041311-0 12

We need to adjust the styling of our bullets and list text in our emails, but we're seeing inconsistent behaviour in how it's managed.   If we...

1
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM Concurrent Login Security Concern in Dynamics 365 CRM 9.2

Last replied Posted on by FO-25070940-0 0

We are currently using Dynamics 365 CRM 9.2 (on-premises) with Single Sign-On (SSO) enabled. As part of our internal risk assessment, we have identi...

1
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM Problem with relating emails in the same thread in Gmail

Last replied Posted on by AZ-01081450-0 0

Hi all,   I have a customer who manages his emails through Gmail. He has a process to create case based on incoming email and then a power au...

1
Replies
Suggested answer
Customer experience | Sales, Customer Insights, CRM Tax error when getting Ship and invoice in the Sales Order

Last replied Posted on by CU06100542-1 8

Kindly help me to solve given error message when doing Sales order posting (getting Ship and Invoice)  

3
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM Solution mess

Last replied Posted on by Elowy GrootCRM 52

Hello community, A client of mine has two Dynamics environments: development and production. Unfortunately, over the years the use of (custom) solu...

1
Replies

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 258

#2
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 174

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 121 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans