Hi,
there is a native way to enable to send an alert for all each new activitives (phone call, appointment, taks) to the contact email address of that customer? Or should we set up a work flow for that?
We have some situation where tech agents should send a email with URL to customer and obviously register it as done in the Dyn365; another real situation is that our agents will try to contact customer by phone and since he is not available, just register it. So, for that cases, the email address sometimes is group where more than one destiny will be reach, the end user cannot say that still doesnt receive a contact.
If a workflow is required, the entity should be 'Service Activity'??