Trigger & Send Automate Messages
Automate sending messages through workflows within Dynamics 365 CRM. Users can set up triggers and actions based on specific events, such as sending automated messages for order confirmations or appointment reminders. This automation saves time, reduces manual effort, and ensures timely communication.
For Example: Here we have set an automated Trigger message on Lead Creation. Which means every time a lead is created in CRM, the respective contact number associated to the lead will receive an automated message.
In order to set triggers and automate workflow, click on the Settings Icon and navigate to Advanced Settings.
Dropdown the Settings and click Processes
You can create ‘Workflow’ as per your requirements, by clicking the +NEW button.
Mention ‘Process Name’, select Category as ‘Workflow’ and ‘Entity' as per your preference.
After clicking OK, a new window will appear, as shown below. You will already see the Process Name, Activate As, Entity, and Category, as added in the previous window.
And configure the ‘Workflow’ as per your requirements.
You now need to ‘Add Step’ in the Workflow to select and configure messages to be sent. The step will represent a specific task, that the workflow will perform when triggered by a defined event /condition. Here we have navigated to Create Record and selected Outbox to set the Properties.
Note: Users can set multiple trigger points, depending on their requirements and workflows.
Each trigger that you create for a selected Entity can have a customized template.
Each trigger that you create for a selected Entity can have a customized template.
A new window will pop up when you click on Set Properties, as shown in the screenshot below.
You need to enter the details like Name, Message Template, From (the configured number) and Regarding as well as To Entities as per your requirements.
Once done, Save and Close the workflow.
Users can choose the preferred Message Template.
Once added, click Activate.
Once the trigger is activated, the messages will be automatically sent on lead creations, order confirmations, appointment reminders etc. as shown in the screenshot below.
For further queries, reach out to us at crm@inogic.com
Last updated
