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Automate Customer account Activity with workflow

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Posted on by Community Member Microsoft Employee

First post **Please be nice**

I am currently using CRM 2015 I am well aware I am not using it to its full potential, I am the only person in our company doing outbound cold calls and emails.

As you can imagine I have quite a lot to process day to day and I want to automate this to make my day to day calls/emails faster and more efficient.

If I make a call and the prospect is unavailable or out of the office or on holiday in my activity on the customers account I write the date then a short sentence on the outcome then change the follow up date ..

I have looked into workflows on CRM but to be honest I am really not that knowledgeable on how to set these up even after watching multiple How to videos on you tube .

Please please please could some one help me in setting up a way to make my day to day process a lot faster

Any advice is greatly appreciated

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Rajkumar Rajaraman on at

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RE: Automate Customer account Activity with workflow

Refer this:

ledgeviewpartners.com/.../setting-sales-follow-workflow-dynamics-crm

Hope this helps
Community Member Microsoft Employee on at

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RE: Automate Customer account Activity with workflow

Hi

Thanks for the message, The follow up date in on the actual activity in the customers account.

Thanks
Alex Fun Wei Jie 33,626 on at

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RE: Automate Customer account Activity with workflow

Hi,

would be good if you can elaborate more, where is follow up date ? under customers account or somewhere else?