Tag: Email
Posted by: Dian Taylor | on April 23, 2024
Improved email attachment experience in D365 Customer Service
Here is another set of features that kind of snuck into Dynamics 365 Customer Service without anyone noticing! At least I didn’t notice until I opened an email message in Dynamics 365 Customer Service and saw some different options available for me! I (or any other admin) didn’t need to enable anything, these features just showed up out of the blue! It’s hard to pinpoint which release wave these featuresRead More
Posted in Configuration, D365 Customer Service, Release Wave | Tags:attachment, attachments, copy, drag and drop, Dynamics 365, Email, experience, New | No Comments »
Posted by: Dian Taylor | on April 9, 2024
Associate emails to multiple records (preview)
As you might or might not know, today we only have the ability to relate activities to ONE row (or record) in Dynamics 365 CX by setting the ‘regarding’ field on the activity. This can be problematic, because there might be a need to save a record to multiple rows (or records). A good example of when there would be a need to associate an activity (like an email) toRead More
Posted in Configuration, Customer Service Workspace, D365 Customer Service, D365 Field Service, D365 Sales, Release Wave | Tags:Activities, activity, Associate, Dynamics 365, Email, emails, Link, Link to multiple, Multiple, Records, regarding, related, Row, Track, Tracking | No Comments »