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Send email reminders for meetings or events

November 14, 2017CRM , Customer Service , MSDyn365

This blog post showcases a simple workflow configuration within CRM, that sends out an automatic email reminder to all attendees one hour before the meeting appointment start time. This email reminder serves the following purpose Notify attendees about the upcoming meeting Creates a communication thread for quick conversations between attendees before the meeting start When …

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Smart Communications to Customers

October 30, 2017CRM , Customer Service , MSDyn365

This blog post highlights how businesses could communicate with its customers smartly. Two real-life incidents shared below, shows the importance of optimizing the volume of letters/phone calls triggered by businesses, reduce cost and avoid waste. Multiple letters An insurance company had to communicate to its customers about a merger with another entity. A scanned copy of …

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