Friday, February 14, 2020

Enhanced Email Communication in Dynamic 365 CRM


We now have light weight email editor which can be used as a non-blocking window over Dynamic CRM while we are still allowed to be browsing and navigate in dynamic CRM.




Here is a video link which talks about
  • How to setup?
  • How to use?
  • How it differs from Standard email editor?
  • Only gets triggered for new or fresh emails.



Note: 
  • This feature is available in the Unified Interface only. 
  • This capability is intended only for Dynamics 365 Sales Enterprise.

If you are missing Sales application refer here to get it install in D365 CRM

Reference Links



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