Actions are messages that can be defined for an entity.
Out-of-the-box CRM provides a set of pre-defined messages for each entity (like
create, update, delete and others), but there can be cases when you want a
custom action. For example: approve, reject, delegate or any other action that
fits your business needs. Through actions, we can create our own messages for
any entity type.
Examples of actions that can really help improve system
processes:
Actions enables approval,
rejection and delegation of records
A support call centre may
want to Create, Assign, and Setstate messages into a new Escalate message.
What we can do:
Create a custom action as
defined by you
Assist with the design of
the action
Supported Systems
CRM Systems
Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365, Microsoft Dynamics 365 Online
Warning: A non-numeric value encountered in /var/www/store/public_html/appfinder/catalog/view/theme/megashop/template/product/product_related.tpl on line 8
Social media is a great way to stay in touch with your
potential market and also a great way to improve brand awareness. Using
Dynamics CRM and Clickdimensions you can automate posts wit...
Need
to organise an event for your business? You can set up a campaign in CRM to
help you track all of the activity surrounding an event. You can:
Create an invitation list
Call them to ...
You can capture information from your website and use it to
drive data to your CRM system. For example you could set up a 'Contact Us'
form, a 'Request Call' form or a form to download or access...
The ability to see your financial data at real-time in Dynamics GP can be great. Imagine you're on the phone to a client requesting some additional information. Would you rather sift through the ...