With Outbound Marketing in D365, we’ve had the ability to create activity templates for phone calls, appointments and tasks. This has been missing from Real-time, until now! Although we don’t have an option for appointments yet, we can create tasks and phone calls within a Journey, and we can create a follow up based on the completion of those activities too. Let’s take a look!
First, from…
Continue Reading Megan V. Walker’s Article on their blog
Tasks and Phone Calls in Real-time Marketing Journeys
NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** With Outbound Marketing in D365, we’ve had the ability to create activity templates for phone calls, appointments and tasks. This has been missing from Real-time, until now!
Blog Syndicated with Megan V. Walker’s Permission
More About This Author
Array
- Dyn365CE23 April 2024Send Unique Event Registration Response Emails For Each Event Using No Code
- Dyn365CE16 April 2024Removing Issues With Mobile Phone Numbers On Realtime Forms
- Dyn365CE14 April 2024No More Dynamics 365 For Phones & Tablets From April 2024
- Dyn365CE9 April 2024Auto Responder Emails For Gated Content Via Realtime Forms