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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

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