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

Posted on by Scott_iTalent 461

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 sales Quote Sorting Print rows

Last replied Posted on by Samantha73 2,558

Hi All Is there a way to change the row order once a quote is created for example line 1 move down ? This is for printing so the printout comes wit...

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Customer experience | Sales, Customer Insights, CRM The user set a default personal view in the Model-Driven app, but it is still not the default

Last replied Posted on by Marianoz0503 11

The user set a default personal view in the Model-Driven app, but it is still not the default; it reverts to the admin's default view.

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Customer experience | Sales, Customer Insights, CRM Limit the number of contacts that can enter a journey per day

Last replied Posted on by MP-26092155-0 17

I'm curious if there is a way to limit/cap the number of contacts that can enter a journey per day until the segment is exhausted?   For exam...

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Customer experience | Sales, Customer Insights, CRM Report Authoring Extension for Visual Studio 2022 for building *.rdl reports with Microsoft Dynamics 365 Fetch

Last replied Posted on by KVa 291

Is it currently possible to install the report authoring extension with Visual Studio 2022?

6
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Customer experience | Sales, Customer Insights, CRM Hierarchy Control Replacement with What ? 2024 release wave 2 deprecation

Last replied Posted on by Scott Jackson UK 19

Does anyone know of any alternatives for the built in Hierarchy Control without writing your own PCF control ?   I am aware that the existing...

7
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Customer experience | Sales, Customer Insights, CRM Routing Diagnostic Migration

Last replied Posted on by JG-18021730-0 0

For the routing diagnostic migration, only we have the azure applications insights option or another option..?

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Customer experience | Sales, Customer Insights, CRM Business Card Scanning Software with VCF QR Code Support and D365 Sales Integration

Last replied Posted on by SR-02080227-0 107

Hi everyone, I'm looking for recommendations on business card scanning software that can also scan VCF format QR codes and integrate with Dynamics ...

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Customer experience | Sales, Customer Insights, CRM Importing Opportunity Products

Last replied Posted on by David_Evans 20

Hello,   I'm trying to import a single opportunity product into D365 Sales. I've exported an existing Opportunity Product and copied the val...

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Customer experience | Sales, Customer Insights, CRM Showing only a Symbol if another column is not empty

Last replied Posted on by DM-18021410-0 0

Hello everyone,   I am still relatively new to Dynamics. I am facing the following problem.   I need to create a new column in which onl...

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