Automatic Record Creation and Update Rules Archives

Automatic Record Creation and Update Rules (Episode 18)

Post author:techquantum
Post published:January 1, 2020
Post category:D365 Customer Engagement (CRM)D365 Customer Service Microsoft Dynamics 365

Automatic Record Creation and Update Rules allow creating records automatically when specific criteria is met. The source type can be: E-Mail Phone Call Appointment Task Social Activity Service Activity Alert…