Loading...

Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys

Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys
Handing over a good lead to the sales team at the right time is important. Knowing when a prospect needs further enrichment is valuable. Wouldn’t it be good if we could automate activities and notifications, at the right time, based on customer interactions as part of our real-time marketing journeys? Activate a custom trigger to call a flow that creates the sales activity from within a marketing journey to help you achieve your marketing metric KPIs

Published on:

Learn more
Articles - Amey Holden | ABC Enthusiast & Power Platform Specialist
Articles - Amey Holden | ABC Enthusiast & Power Platform Specialist

Share post:

Related posts

Customize Dynamics 365 Sales Agents with your data sources and taxonomy

This week at Microsoft Ignite, we announced new capabilities to further enhance your agents by grounding them in your company’s unique data an...

5 days ago

Boost seller productivity with document summary by Copilot in Dynamics 365 Sales 

New summarization capabilities provided by Copilot in Dynamics 365 Sales, allow sellers to obtain pertinent details from sales documents in mi...

19 days ago

Exploring the Differences: Managed vs. Unmanaged Solutions in Dynamics CRM/Dataverse

In Dynamics CRM/Dataverse, solutions are central to Application Lifecycle Management (ALM), providing a structured way to manage, package, and...

26 days ago

Effective Strategies for Debugging Plugins in Dynamics CRM

In a recent interview, I was asked about debugging plugins in Dynamics CRM. The interviewer specifically wanted to know my approach to plugin ...

28 days ago

New Lead Qualification Experience – Dynamics 365 Sales

To enable the new lead experience, navigate to App Settings >> Lead + opportunity management in the Sales Hub App. On enabling it, we ...

2 months ago

Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW]

Navigating the demanding landscape of sales can be quite a challenge. But the latest release of Microsoft Dynamics 365 Sales is set to revolut...

2 months ago

Five Exciting New Features in Dynamics 365 Sales Wave 1 Release 2024

Introduction Curious about what’s new in Dynamics 365 Sales for 2024? The Wave 1 Release is packed with exciting newfeatures… The post F...

2 months ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy