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
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...
Cross-selling campaigns are a great way to increase sells
and engage customers. Once a customer has placed an order, you can nurture and
grow these relationships.
Utilizing dotmailer’s in...
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 ...
Save time when creating multiple email messages by making
email templates. Email templates contain prefilled data that you specify, so
you don’t have to re-enter the same information for e...