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

Posted on by Scott_itD 622 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 How do I cancel an event registration manually?

Posted on by DG-31031311-0 15

Hi there,   we're transitioning all our events from Outbound to Realtime and I've noticed that there is no way to cancel an event registratio...

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Customer experience | Sales, Customer Insights, CRM Bulk Delete Leads that Hard Bounce

Last replied Posted on by BJ-20051632-0 73

I have a list of 3,000 leads that I sent an email to. 580 of those had a hard bounce. I would like to permanently delete these leads from our system...

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Customer experience | Sales, Customer Insights, CRM Activate an offer issue

Last replied Posted on by Dynamics 365 Commun... 5

Hi all, is there a way to disable the "Activate Offer" button in the Offer Entity? I would prevent some specific users to click on this button  because the activation offer process must be executed by sales managers only. Any sugges...

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Customer experience | Sales, Customer Insights, CRM Journeys - Real time journeys

Posted on by IG-04070847-0 14

Hello all,   We have an automated journey set up for all our webinars. It starts with the trigger "Event registration created", when the user ...

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Customer experience | Sales, Customer Insights, CRM Group By Filter in model driven app view

Last replied Posted on by Community Member 6,020

Hi, Is there a way to enforce or save the group by selection on a model driven app view (per user) ? It keeps setting back to no grouping when you navigate away from the page and back. End users are gravitating towards the group by instead of anot...

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Customer experience | Sales, Customer Insights, CRM Sales calls

Posted on by 2B-11062057-0 0

Hello I am experiencing a problem as many of the sales safe are forgetting to reschedule their AM / PM sales calls for the next day thus making them...

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Customer experience | Sales, Customer Insights, CRM Automatically link new Leads to Existing Contacts, if a matching Contact already exists.

Posted on by MichelleM 237

Hi,   Is there a way to import a list of new Leads (for example Trade Show attendees) from a csv, and then if that Lead matches an existing C...

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Customer experience | Sales, Customer Insights, CRM Preference Center Timeout Issue in Dynamics 365 Customer Insights - Journeys

Posted on by Fyrearm 56

Hello Microsoft Community, We are experiencing a persistent issue with the Preference Center in Dynamics 365 Customer Insights - Journeys and would...

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Customer experience | Sales, Customer Insights, CRM Removing unused Topics in Consent Center

Last replied Posted on by daniellee 11

I have been looking around on how to hide Topics for Consent Center Preferences.  I couldn't find an answer and wondered if anyone else did the...

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