# 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**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEWuo07nn6W87gA7gYUNb%2F50A%20Trigger%20%26%20Send%20Automate%20Messages.png?alt=media&#x26;token=d96c3ab7-04f5-47b0-af24-078ac16bc7d7" alt=""><figcaption></figcaption></figure>

* Dropdown the **Settings** and click **Processes**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FcrtbIVcOhcMGsiSP7QGW%2F50B%20Trigger%20%26%20Send%20Automate%20Messages.png?alt=media&#x26;token=6682d75b-7d2b-41cd-a4aa-e6124831fc09" alt=""><figcaption></figcaption></figure>

* You can create **‘Workflow’** as per your requirements, by **clicking the +NEW button.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F1vjT3CZXhPoeLtYOiMOF%2F51A%20Trigger%20%26%20Send%20Automate%20Messages.png?alt=media&#x26;token=11365273-edbf-4a60-aca6-6b496be80fb1" alt=""><figcaption></figcaption></figure>

* Mention **‘Process Name’**, select Category as **‘Workflow’** and **‘Entity'** as per your preference.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F1DyU95R3YqBw9Q6Ec8dx%2F51B%20Trigger%20%26%20Send%20Automate%20Messages.png?alt=media&#x26;token=360cb6dd-1ed8-49f3-a8f5-391e8ec7f43e" alt=""><figcaption></figcaption></figure>

* 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**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEHvE9nCJVske4EMXMhS4%2F52A%20Trigger%20%26%20Send%20Automate%20Messages.png?alt=media&#x26;token=3c893436-9d08-49e0-9fb0-2985244ddda8" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**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.
{% endhint %}

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.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FpePTjMdOCB7x06REOvLr%2F52B%20Trigger%20%26%20Send%20Automate%20Messages.png?alt=media&#x26;token=2341ccfb-3fed-4434-a9a9-1de38cd752c3" alt=""><figcaption></figcaption></figure>

* Users can choose the preferred **Message Template**.
* Once added, click **Activate**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FeMRfX7cqPdOA6M0IwTmh%2F53A%20Trigger%20%26%20Send%20Automate%20Messages.png?alt=media&#x26;token=e5d65a12-e8d3-462e-81a3-7a86cf03062c" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FcSLuqy2I4fkTTS5FgU8Z%2F53B%20Trigger%20%26%20Send%20Automate%20Messages.png?alt=media&#x26;token=84e910e8-9c90-44f8-828f-44df4e26688c" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
For further queries, reach out to us at [crm@inogic.com](mailto:crm@inogic.com)
{% endhint %}
