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Tag Archives: Automatic Record Creation and Update Rules
Automatic Record Creation and Update Rules (Episode 18)
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 Automatic Record Creation and Update Rules, customer service, dynamics 365
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