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

Posted on by Scott_iTalent 378

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 Customise unsubscribe form

Last replied Posted on by Shaomin 9

Are we able to customize the unsubscribe form in real time marketing? I want to include my own fields into the form similar to outbound marketing ...

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Customer experience | Sales, Customer Insights, CRM Customizing "Enhanced experience for adding products" to prevent users from adding products

Last replied Posted on by BK-17051419-0 66

Hello, I'm looking for a way to prevent users from adding products to quotes if total stock is less than or equal to 0 with a notification dialog o...

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Customer experience | Sales, Customer Insights, CRM How to show multiple products being submitted to client without creating separate opportunities

Last replied Posted on by CU23012153-0 0

We are looking for a way to show when we are submitting a price for different products under the same account without having them as different oppor...

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Customer experience | Sales, Customer Insights, CRM Suggested answers

Last replied Posted on by Guy Boswell 43

When someone suggests an answer, I get a tick box, "Does this answer your questions?", and the status of my enquiry is changed to, "Suggested answer...

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Customer experience | Sales, Customer Insights, CRM Can we limit records to 250 in Dynamics 365 Model Driven App Homepage Grid

Last replied Posted on by Ali Hamza 34

Hi Guyz,   In Dynamics 365 CE / Sales, in Model Driven App, Can we limit records to 250 in Dynamics 365 Model Driven App Homepage Grid. I kno...

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Customer experience | Sales, Customer Insights, CRM Reference a relative date in Journeys in RTM

Last replied Posted on by BenHollebon 2

I'm building a Journey which sends a welcome email immediately after the Contact joins the related Segment, which is created through Contacts opting...

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Customer experience | Sales, Customer Insights, CRM Unable to use HtmlAgilityPack in Plugin C#

Last replied Posted on by VS-07100838-0 2

I have a requirement to parse an Html table from a field into Json. I want to assign the table content separately to another fields. I installed Ht...

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Customer experience | Sales, Customer Insights, CRM CI-J data in PowerBI

Last replied Posted on by WV-20080858-0 29

  Hi community, I'm looking for the easiest way to show Customer Insights - Journeys data in PowerBI. Without having to build reports for CI-J...

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Customer experience | Sales, Customer Insights, CRM Using Segments from Customer Insight Journey in Customer Insight Data

Last replied Posted on by PoojaBhardwaj 7

Hi everyone, I have segments set up in the Customer Insight Journey, and I’m wondering if it’s possible to use these existing segments in the Cust...

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