Contextual Email Communication in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Client)

The new capability allows salespeople to write an email in the context of the record. Email opening in the non-blocking pop window allows salespeople to refer to the data without navigating away from it, easily attach documents and can leave the drafts record open. The existing experience à Clicking on the email takes us to … Continue reading “Contextual Email Communication in Dynamics 365…

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Contextual Email Communication in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Client)

The new capability allows salespeople to write an email in the context of the record. Email opening in the non-blocking pop window allows salespeople to refer to the data without navigating away from it, easily attach documents and can leave the drafts record open. The existing experience à Clicking on the email takes us to…

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