Dynamics 365 Customer Engagement
Send Forms Pro Survey Invites Via CSV File
There are several ways to send out a Forms Pro Survey and request feedback. You can send invites to a Dynamics 365 Customer Engagement…
Tag: Send
Dynamics 365 Customer Engagement
Trigger your Flow on Approval Request to send the custom actionable message
This is part 3 of the blog post series ‘Take Full Control over Your Flow Approvals‘ and in this part we’re going to create…
Dynamics 365 Customer Engagement
Send Forms Pro Survey On Case Closure
Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One of the most common reasons for sending…
Dynamics 365 Customer Engagement
ClickDimensions Quick Send from any entity
Last year I had a customer requirement to start a ClickDimensions Quick Send on a custom entity. By default, QuickSend is only available on…
Dynamics 365 Customer Engagement
Send Action card from Dynamics 365 CE as Actionable Message via Email
Users can stay updated with Action cards in Dynamics 365 CE by enabling the Relationship assistant as part of Sales AI. For those users…