WebMar 29, 2024 · Exporting segment to Dynamics 365 Sales. Let’s click on Exports in Data in the left navigation. We click on + Add export and create a connection and then export the segment created in the previous step. The wizard walks us through completing the process. First, we select “Dynamics 365 Sales (Marketing Lists)” as destination of the export. WebMar 21, 2024 · To add the Customer Card controls to your Contact form, go to the Settings > Customizations in Dynamics 365. Select Customize the System. Browse to the …
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