How to automate Interactions in BC13.5 (Marketing setup)

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Posted on by DUGUE

Dear community,

I know how to create manually interactions in Business Central, but I am not able to create automatic interactions. It is for tracking all relationships with customers or contacts (ex : sales quotes, Sales order confirmation send by mail or printed)

I have setup interaction groups, interaction templates, interaction templates setup, but it still does not work. I might not setup correctly my database, i could not see any interaction logs entries.

Do you have any idea ?

Thanks

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Business Central

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Sales

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DUGUE 62 on at

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RE: How to automate Interactions in BC13.5 (Marketing setup)

Thank uou Andy for your help. I will do so.

Have a nice week end
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Andy Sather on at

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RE: How to automate Interactions in BC13.5 (Marketing setup)

Hello,

If you don't get further responses to this issue, you may want to raise a support request to Microsoft support via your CSP / Partner.