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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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Text Messaging to Customers

January 14, 2018CRM , Customer Service , MSDyn365

Customers can be reached via text messages sent to their registered mobile number.  The text messages can be broadly classified as below Promotional Transactional Promotional: Marketing messages or campaigns like season sale, offers, discount coupons etc can be sent to customers via text messages. These messages are sent during the daytime (i.e 9 AM – 6 …

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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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