MS Dynamics Integration Update, Maintenance

in Product Updates

February 29, 2024 Release Notes

MS Dynamics Integration

  • Resolved issue where Customers with assigned `Customer Type` were not pushed to Microsoft Dynamics

Maintenance / Customer Issues

  • File import was not working after integration creation
  • Slack notifications were referencing the legacy CSM field
  • Sending 1:Many Emails from the Customer Detail Page were sending to all Contacts for that customer regardless of Contacts in the To Field
  • SuccessCycle Report (RBS) Role-based Selector filter was not updating correctly
  • The Global Search > CSM Field and Sales Rep Fields were referencing old fields
  • Resolved an issue with the NPS Integration not working properly


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