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

Posted on by 62

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

  • DUGUE Profile Picture
    DUGUE 62 on at
    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

  • Verified answer
    Andy Sather Profile Picture
    Andy Sather on at
    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.

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