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

Posted on by Scott_itD 746 Community Manager

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 Real-time preference center & managing preference center topics

Last replied Posted on by DM-10051729-0 58

Wrapping my head around Real Time preference center and have a few questions re: how to align this with customer expectations for a subscription cente...

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Customer experience | Sales, Customer Insights, CRM SharePoint integratie met dynamics

Last replied Posted on by Henk Kraa 5

We werken al met SharePoint en hebben per klant(account) een site gemaakt met daaronder een aantal bibliotheken. Hoe koppel is die nu aan mijn account in Dynamics. Dus dat elk account is gekoppeld en zijn / haar eigen site

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Customer experience | Sales, Customer Insights, CRM Cancel remainder in direct delivery process

Posted on by JB-08081458-0 0

In a direct delivery process where there is a small quantity remaining on a sales order line that needs to be cancel, we get this error message: Er...

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Customer experience | Sales, Customer Insights, CRM Invoice Orientation in D365

Last replied Posted on by TO-05081943-0 6

Hello   We utilize D365 in our work and we are wondering how to Save The Invoice Orientation in the settings so we dont have to keep fixing i...

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Customer experience | Sales, Customer Insights, CRM Remove Smart Assist sidebar in Dynamics 365 Customer Workspace

Last replied Posted on by AW-08051523-0 15

Is it possible to hide the smart assist sidebar on the right hand side? We will use at some point, but not right now and don't want it constantly ex...

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Customer experience | Sales, Customer Insights, CRM How can I alter system pipeline document template in d365 ?

Last replied Posted on by MS-08080540-0 0

  I am trying to find a way through which I can alter the system excel template for Pipeline management  as I need just a few fields &...

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Customer experience | Sales, Customer Insights, CRM In CRM mailboxes are approved and test&enabled, but getting integration error

Last replied Posted on by Aleksandra Trpeska 44

In Dynamics 365 I had to update the email address for one user, because they wanted the App for Outlook add-in connected to an email different than ...

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Customer experience | Sales, Customer Insights, CRM How to best track trade shows/conferences that we're attending, but not running?

Last replied Posted on by Community Member 6,118

Hi, What's the best way to track events (ie. trade show) that we are attending but not running. Specifically: Meetings or appointments scheduled by Sales ahead of events; Engagement (open, click etc) with promotional campaign "...

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Customer experience | Sales, Customer Insights, CRM Is the Account OrgChart feature Customizeable?

Posted on by KBg 7

Hi there,    Has anyone attempted to customize the OrgChart feature in the Account Entity? From my understanding, I cannot seem to find ...

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