From the Microsoft Dynamics 365 CRM Blogs: Auto responder emails; Anticipated features; Focused view; Associate emails to multiple records

In this week’s Dynamics 365 CRM blog roundup:

• Auto responder emails for gated content via real-time forms
• Our anticipated features for Dynamics 365 CRM with 2024 release wave 1
• Enhancements to 'focused view' and its usage within Dynamics 365
• Associate emails to multiple records (preview)

Auto responder emails for gated content via real-time forms

On her blog, Meghan Walker wrote that triggers in the marketing app (customer Insights – journeys) are "pretty awesome." She noted that you can use them to automate manually tedious tasks and you won't even have to set anything up.

She added that there are also a number of out-of-the-box triggers that you can use to help with that. She stated that one of those triggers runs when a marketing form is submitted.

In her blog post, Walker wrote about using the out-of-the-box trigger to send an email to someone when they submit a form but only if it’s for an asset related form, i.e., case story, white paper, eBook, etc.

Walker then provided detailed instructions about how to set up auto responder emails for gated content via real-time forms.

Our anticipated features for Dynamics 365 CRM with 2024 release wave 1

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