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    RE: Create a Letter or Phone Call Activity with Fl ...

    By: Nelson Johnson , 8 minutes ago
    Posted in: Customer Engagement & Dynamics CRM Forum

    The trick is to create your phone call record first, then you can create "activityparties" records for each participant. ...

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    RE: Tracking Customer Interactions

    By: Rosemarie Cordell , 5 hours ago
    Posted in: Customer Engagement & Dynamics CRM Forum

    @Allison Briden We are using Leads however we were looking for ideas across all entities. We have a use case for tracking ...

    1 person likes this.
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    RE: InsightViews and Refresh

    By: Abby Torres , 9 hours ago
    Posted in: Customer Engagement & Dynamics CRM Forum

    We've signed a contract to continue using Insights while Microsoft is covering the cost, which extended use through ...

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