Tag Archives: Automatic Record Creation and Update Rules

Automatic Record Creation and Update Rules (Episode 18)

Posted on January 1, 2020 by Paresh Sharma

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 Subscription Invite Redemption Portal Comment Survey Activity You need to … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Customer Service, Microsoft Dynamics 365 | Tagged , , | 1 Comment