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

Posted on by Scott_iTalent 267

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 Fundraising and Engagement - After Upgrade Gift Type field has disappeared

Posted on by SeanDonovan 23

Upgraded the Fundraising and Engagement 'app' through Power Platform apps.   The 'Gift Type' field has disappeared from the Add Gift screen. ...

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Customer experience | Sales, Customer Insights, CRM Open Rate Dropped Greatly, over 25% lower, after starting to use Real Time journeys

Posted on by JK-23110355-0 0

I am a new user. My company was using OutBound. We used segments, which were made up of owned groups. Salespeople own most of the groups and toggle ...

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Customer experience | Sales, Customer Insights, CRM ExportPdfDocument called from Power Automate missing related table fields

Last replied Posted on by Glenn.J 0

We have a flow that generates a PDF document based on a custom table. When the power automate calls the Dynamics API ExportPdfDocument, the PDF document is created except for the address field, which is blank.  The address field is in the con...

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Customer experience | Sales, Customer Insights, CRM Getting Error: The request ExportPDFDocument cannot be invoked from the Sandbox.

Last replied Posted on by snehaln676 140

Hello, 'ExportPDFDocument' is used for PDF conversion of word templates. I need this request to be used inside the custom workflow. However, on Execute (as per below screenshot), I get error as - The request ExportPDFDocument can...

3
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Customer experience | Sales, Customer Insights, CRM Quick Campaign Email Templates NOT using the current User's default signature

Posted on by kelmore 0

I am trying to deploy several Quick Campaigns on behalf of my sales team for an Email based on an Email Template, it when looking at our Sent messag...

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Customer experience | Sales, Customer Insights, CRM Bundle QTY is not reflecting to Bundle Products

Posted on by VN-22111454-0 2

Hello Experts, Thank you for your time and assistance in advance.We're facing an issue with our Product Bundle configuration:Current Behavior: When ...

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Customer experience | Sales, Customer Insights, CRM Disable draft with copilot from dynamics 365 Sales/CS email form

Posted on by smorgan86 30

Hi,    Does anyone know how to get rid of 'draft with copilot' from an compose email form.   We do not have copilot enabled at al...

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Customer experience | Sales, Customer Insights, CRM Enable the address suggestion feature

Last replied Posted on by CC-04091618-0 2

I enabled the address suggestions as described here: Enable address suggestions | Microsoft Learn Including going to App Settings -> Gene...

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Customer experience | Sales, Customer Insights, CRM Record Limits per page

Last replied Posted on by DB-19112013-0 2

Today there are no record limits per page on any entity. I have mine set to 250 but it is not enforced

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