Automated Workflows within Microsoft Dynamics 365
Streamline your processes with Microsoft Dynamics 365. Employees won’t have to use a different document management solution to find what they need or work collaboratively, creating an efficient workflow and process. With workflow, connect employees and drive actions through the tools you use every day, like Office and Outlook to send emails, schedule activities, request approvals and automate a variety of other processes.
Automated workflows can drive processes like:
• Notify salespeople when customer contracts are due for renewal.
• Send personalized emails to avoid manually composing individual messages.
• Send a confirmation email to a customer when a support case is opened or closed.
• Assign accounts to the correct sales team based on the account territory.
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