How to Use Workflows to Market with Dynamics 365
Workflows are a powerful tool within Microsoft Dynamics 365. In fact, we have a whole chapter dedicated to processes such as workflows and understanding how they can make your CRM system hum.
One of the most common ways to use workflows is to enhance marketing capabilities. For instance, you can set up a workflow to automatically email a customer if they fill out a form on your website or fill out a survey.
We’ve got many great blogs on the topic of using workflows for marketing. Here are just a few: