Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Unanswered

Activities update adn send out to mail

Posted on by 30

HI there,

I wish to auto send mail to Customer. when I update the activities. Could you share some ideas on this requirement? 

Thanks 

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: Activities update adn send out to mail

    Go to https://make.powerapps.com and select your Environment. - Flows. However, if you are not familiar with how to use it I would suggest you start looking at all the free training resource that's out there. It seems to me from your last few posts you are trying to run before you can crawl as they say.

  • Khavy Profile Picture
    Khavy 30 on at
    RE: Activities update adn send out to mail

    Hi Adam,

    I just start with Dynamic 365. So, I am a bit challenged by your advice. My question is, How can I access the workplace to manage the workflow that you show me?

    Thanks

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: Activities update adn send out to mail

    Hi,

    You can create a Flow for each Activity table (Phone Calls, Email, Appointments, Tasks etc.) Depending on what you define as an 'update' will need to be set within the When a row is added, modified or deleted Action Filter rows - If you are familiar with Flow you can set  Trigger Conditions on the Trigger Action under Settings

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans