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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics 365 what are ...
Microsoft Dynamics CRM (Archived)

Dynamics 365 what are the things which we can automate normally.

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Posted on by EmployeeOcta 6

Hello All Experts,

I need to know the most common things which we can automate within crm.

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  • Suggested answer
    Friyank Profile Picture
    Friyank 944 on at
    RE: Dynamics 365 what are the things which we can automate normally.

    Updating Records based on some event with CRM. or recurring workflows are also some automation things.

    If you can be more specific. we can help in more details.

    Specific like. what you want to automate and on what condition and so.

    Thanks

    Friyank

  • Suggested answer
    Friyank Profile Picture
    Friyank 944 on at
    RE: Dynamics 365 what are the things which we can automate normally.

    Sending Email is the most common automation thing, which can be done with CRM using system workflow.

  • EmployeeOcta Profile Picture
    EmployeeOcta 6 on at
    RE: Dynamics 365 what are the things which we can automate normally.

    Hello Experts,

    I am asking about general automation w.r.t Sales module only.

  • Community Member Profile Picture
    Community Member on at
    RE: Dynamics 365 what are the things which we can automate normally.

    Hi,

    Could you give us more details? Which do you mean? Do you mean Overview of Project Service Automation?

    If so, you could take a look at the following article.

    Overview of Project Service Automation

    Hope it makes sense.

    BR,

    Judy

    --------------------------

    Marks As Answer If it helps you.

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