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Customer experience | Sales, Customer Insights, CRM Multi Select Option Field Reporting and Limitions

Last replied Posted on by Samantha73 2,810

Hi All I'm considering a multiselect option field for Account Industry . Is this is a good idea as I don't know how difficult to report on the valu...

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Customer experience | Sales, Customer Insights, CRM Create specific functionality/apps per Buisness Unit

Last replied Posted on by CM-25030826-0 4

Hi all, My company has several units (8) that are all in the financial and insurance field. Some of them have very specific needs to perform their...

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Customer experience | Sales, Customer Insights, CRM Implementing Customer Insights - Data caused a schema mismatch

Last replied Posted on by VS-25041511-0 2

Our production environment only has been updated to the new Customer Insights - Journeys app, which means we are not able to use a calculated field ...

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Customer experience | Sales, Customer Insights, CRM Dynamics E-mail Template - Dynamic Content - Resolved but no value

Last replied Posted on by KR-10100945-0 10

Hi, we have a power automate flow which creates an e-mail based on an e-mailtemplate to send to participants in a summer school, but while ...

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Customer experience | Sales, Customer Insights, CRM Error opening advanced settings

Last replied Posted on by nvrhughes 249

As of yesterday, we arent able to open advanced settings or make any customization changes in our dev environment without getting an error. &...

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Customer experience | Sales, Customer Insights, CRM Sending a birthday text based on Dynamics 365 date field

Last replied Posted on by Recruitment 2019 42

Hi All, I am really stumped on how I can implement a power automate flow which will be able to do the following: Send a birthday text to candidates who's birthdays are today. I created a field in Dynamics which has calculated the candidates bi...

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Customer experience | Sales, Customer Insights, CRM Add Total Dollar Amount To Pipeline chart

Last replied Posted on by BM-15042131-0 10

Hello, I was able to create a pipeline chart and all I would to do as add the total dollar amount to this chart. Could someone please help?...

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Customer experience | Sales, Customer Insights, CRM how to link the campaign code to the journey

Last replied Posted on by CU08101108-0 11

Any Help on This Please!! I need to link the campaign code to a customer journey in Dynamics 365 Marketing in order to track and attribute interact...

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Customer experience | Sales, Customer Insights, CRM Sales qualification agent in Dynamics 365 Sales

Last replied Posted on by SVKM 6

The Sales Qualification Agent in Dynamics 365 Sales was scheduled to be previewed in this region on April 14th. However, I can't locate it in the Sa...

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