Month: August 2021

Alert – negative feedback

When you survey customers or employees using Dynamics 365 Customer Voice, you can look at the results in the built-in reports. You can also define alerts on one or more metrics (e.g. Sentiment) to notify you when you receive certain feedback (e.g. "Negative") so you can follow up with your customers or employees in a … Continue reading Alert – negative feedback →

Automate the handoff between sales and marketing

Within a customer journey in Dynamics 365 Marketing, the activity tiles enable a customer journey to generate an activity record (such as a phone call, task, or appointment), associate the activity with each contact who enters the tile, and assign each activity to a Dynamics 365 user for follow-up. Each activity tile uses an activity … Continue reading Automate the handoff between sales and marketing →