Sending automated communications

Dynamics 365 Customer Engagement applications have the customer at the center of their processes, so it is normal to expect to have multiple communications between the organization and the customer. Being able to automate part of these communications ends up being highly beneficial for users and organizations. It helps to save time in manual tasks, and this time can be applied to tasks that provide more value for the user, the business, and the customer.

However, communications generated from Dynamics 365 Customer Engagement applications need not be limited to communications with customers.

In this section, we will discuss how we can use Power Automate to automate the sending of communications, as well as real examples of required communications.

The first thing to understand is that we can automate communications from Dynamics 365 Customer Engagement applications to different types of recipients, among which we will find accounts, contacts...