Comment Comment by btrautsc That is basically steps 1 & 2.Step 3 is you get an email (marketing or sales) because Dynamics notified assigned a task to a sales rep or started a job in marketing automation.Then, based on you opening/ replying/ not opening the email, a whole new series of tasks are created.If MSFT / Dynamics do this right, they will have a very strong Salesforce competitor. parent btrautsc 10 years ago
Step 3 is you get an email (marketing or sales) because Dynamics notified assigned a task to a sales rep or started a job in marketing automation.
Then, based on you opening/ replying/ not opening the email, a whole new series of tasks are created.
If MSFT / Dynamics do this right, they will have a very strong Salesforce competitor.