Dynamics 365 Customer Engagement
Insert knowledge article in email – 2020 Release wave 2
Agents while working on email can now search for Knowledge articles and insert its content in 2020 release wave 2. Enable early access to 2020…
Tag: Email
Dynamics 365 Customer Engagement
Dynamics CRM Prepopulate To Activity Party on Email when multiple/single records selected from grid
Recently we had a requirement to open Email entity form with To field prepopulated with the selected records from grid. We have added custom…
Dynamics 365 Customer Engagement
Enhanced email for timeline in Dynamics 365 – 2020 release wave 2
With 2020 release wave 1, we had seen a couple of enhancements in Email experience https://nishantrana.me/2020/02/24/enhanced-email-experience-for-agents-in-dynamics-365-customer-service-2020-release-wave-1/ now this has been extended to Email within…
Dynamics 365 Customer Engagement
{Dynamics CRM 365} Convert Email To Task
We had a requirement to Convert Email to Task records and it will be a manual process done by User. We have utlized On-Demand…
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…