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

Last replied Posted on by Scott_iTalent 151 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 testing 26

Posted on by MA-04060624-0 101

test

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Customer experience | Sales, Customer Insights, CRM smoke test 2905

Last replied Posted on by Jahanvi 344

test

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Customer experience | Sales, Customer Insights, CRM Revising Opportunities and Quotes that have already been Closed

Last replied Posted on by DonaW 21

As a system admin, I'm trying to figure out the best way to do this.  Currently, the only way I have figured how to do this is to reopen the oppo...

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Customer experience | Sales, Customer Insights, CRM Copilot for Dynamics 365

Last replied Posted on by Soundari 88 Microsoft Employee

Copilot for Dynamics 365 provides AI assistance to boost the productivity and efficiency of sales, support, supply chain management, finance, market...

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Customer experience | Sales, Customer Insights, CRM Disqualify a lead when a contact is created or updated

Last replied Posted on by SA-18061446-0 11

Hi,   I'm struggeling to find a way to disqualify a lead when a contact is created or updated (when there are no relationship between lead a...

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Customer experience | Sales, Customer Insights, CRM Data summarization API Overview

Last replied Posted on by Soundari 88 Microsoft Employee

Makers use the Power Pages summarization API to add page content summarization with generative AI. This feature lets site users get an overview of a...

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Customer experience | Sales, Customer Insights, CRM program: entity and another entity is "Allocation"

Posted on by Community Member 0

program: entity and another entity is "Allocation"

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Customer experience | Sales, Customer Insights, CRM test - answering own question

Last replied Posted on by Bret Fraser 1,597 Community Manager

test - answering own question

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Customer experience | Sales, Customer Insights, CRM Smoke testing user can't post

Last replied Posted on by Radhika Kundanagurthi 18

Hello, I hope you find this information helpful. You can access the details you need here: setContextProvider (Omnichannel for Customer Servic...

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