D365 Finance & Operations and Dynamics AX Forum

A better way to deal with emails

By Adriana Vrablova posted Oct 01, 2020 10:38 AM


The high-digital era we live in continues evolving and proves the importance of employee empowerment and process automation to increase the efficiency and overall productivity. Why should you miss out on the possibilities to facilitate your every-day tasks?  As we know Dynamics 365 enables organisations to extend their collaboration options through connectors, services, various apps and platforms to leverage the digitalisation with tailored solutions to reach business objectives. 

There are so many possible combinations of platforms, one can only imagine how you can leverage all the benefits yourself. You can, for example, build your business applications that address your business-specific desires. However, this article is not about building business apps with PowerApps but rather to show you that you can leverage your Dynamics for Finance as well as your business applications developed with PowerApps. 

Let’ say you want to send transactional emails yet struggle to add the attachments, automate the send to the correct contact, want to have full visibility of the replies to the email or create email templates to accelerate your process further. On top of that, it’s in your best interest to keep the data in one place, preferably without the necessity of manual synchronisation or a feeling that something is wrong with your data. 

You will look into options available within the Dynamics 365 you use which might be somehow limited or complicated, external tools and connectors, however, you might find yourself troubled to decide as you can not use them in a way you need to or simply in an easy way. 

A better way 

There is another option that you might have missed. A solution that is completely integrated within your CRM and that you can seamlessly combine with all the Power Platform. Imagine you can prepare your email templates easy with a drag-and-drop visual builder, send them to any custom entities, easily create complex automation scenarios or go even further and manage events from within your CRM.  

Advance your processes and collect valuable data with, for exampleVirtual Agents to engage them later on from within the same platform. Gain an overview of all your processes with intelligent dashboards, etc. Power Platform offers endless possibilities that you can now enrich with Touchdown, the first marketing suite full PowerApps.