Hi, I’m nee to Dynamics and recently started using it in my new job. We use it for customer service enquiries in the Case section. Most of the cases come via a phone call so we add all the info on and then go in to outlook and email the customer the case reference number. How can I set it up so they automatically get a automated templates email?? Is it possible if so how do I do this? As I said not used it long so you might have to explain
thanks
Michelle