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Actionable Task in each Email

June 21, 2019CRM , Customer Service , MSDyn365

We strongly believe that almost every email received contains vital information or conveys a message prompting us to take actions or perform a task. In very few cases (like an automated birthday greeting or anniversary wishes), the email is purely informational and doesn’t result in an actionable task. In a business context, after reading an …

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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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Robotic Process Automation in Email marketing

October 14, 2017CRM , Marketing , MSDyn365

Let’s go through a very basic example for Robotic Process Automation(RPA) implementation in Microsoft Dynamics 365 Customer Engagement using Click Dimensions Email Marketing Automation. For advanced email drip marketing and email campaign automation scenarios, please schedule a free consultation with us by clicking here. Scenario The marketing team of a company has a list of …

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