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Customer experience | Sales, Customer Insights, CRM Change Apply Button text from 'Apply' to 'OK'

Last replied Posted on by HH-22102055-0 58

Good morning guys, Recently I've got a requirement to revise the text of Apply Button inside Recommendation from 'Apply' to 'OK'. This is b...

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Customer experience | Sales, Customer Insights, CRM Restrict the available charts in a DB panel

Last replied Posted on by EC-02041604-0 3

The available option in the OOB dialogue box only allows for a single default chart or all available charts. This makes creating an intuitive dashbo...

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Customer experience | Sales, Customer Insights, CRM Using SubGrid setFilterXml without Show Related Records - Mappings not working

Last replied Posted on by BF-02041229-0 6

I have a form SubGrid where I need to show records using different filters from "Show Related Records." Everything is working except that when I unc...

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Customer experience | Sales, Customer Insights, CRM Cloud flow to receive Customer Voice survey responses

Last replied Posted on by Roland West 9

Hi, As I just started to work with D365 and Customer Voice, I was wondering is there a way to create a cloud flow where I can get survey responses and send them as an email to case owners and related people? BR, Roland

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Customer experience | Sales, Customer Insights, CRM Send a Survey

Last replied Posted on by NL-20091313-0 10

When using the Send a survey connector with power automate it can pull the survey and project id without issue. But when it gets to the email templa...

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Customer experience | Sales, Customer Insights, CRM CIJ RTM Email custom code in HTML

Last replied Posted on by WD-02041034-0 2

i have a problem where i'm pasting into HTML some custom code to show/ hide content based on a recipients contact record attribute (sample below), t...

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Customer experience | Sales, Customer Insights, CRM Forms and DOI Confirmation Mail in Real-Time Marketing

Last replied Posted on by Johanna1902 37

Hey, i'm currently transitioning from Outbound Marketing to Real-Time Marketing. In Outbound, i have forms (e.g. to request a whitepaper) wh...

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Customer experience | Sales, Customer Insights, CRM Looking for a Banking CRM System—what key features should I consider before buying?