Dynamics 365 Customer Engagement
?Update? Automatic record creation rules NOW!
If you are using email to case, SLA or any Automatic Record Creation in classic you really need to update your rules ASAP to…
Tag: automatic
Dynamics 365 Customer Engagement
Automatic Lead Assignment
I keep coming across more features that are getting enabled as part of 2021 Release Wave 1 and each time another feature is added…
Dynamics 365 Customer Engagement
Setup Mailbox for Automatic Case Creation in Unified Interface
In the past I’ve written an article on how to setup and configure a support mailbox in exchange where customers can send emails to…
Dynamics 365 Customer Engagement
{Dynamics 365 Power Automate}send automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days
Requirement is to send an automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days. Step[1] Go to…
Dynamics 365 Customer Engagement
Automatic update policy for Dynamics 365 Marketing
Starting in May 2020, Microsoft Dynamics 365 Marketing will enable system-driven, automatic updates for all our customers. We are implementing this policy to bring…