MS Dynamics Integration Update, Maintenance
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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