Streamlined document processing within customer journeys in Dynamics 365 Customers Insights
In this webinar, we'll showcase how to integrate DocumentsCorePack's document generation and delivery features seamlessly into customer journeys within Dynamics 365 Customer Insights. We'll guide you through the process, detailing step-by-step how to establish a custom trigger and configure an automated workflow using Power Automate. This setup can be customized to address the specific document processing needs at each stage of the customer journey.
Generate documents in customer journeys inside Dynamics 365 Customer Insights (Marketing) video: • Generate documents in customer journeys in...
Generate and process documents within Customer Journeys in Dynamics 365 Customers Insights (Marketing) article: https://buff.ly/3vWVSJX
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Chapters
00:00
01:45 How DocumensCorePack works in customer journeys
03:50 Value & Benefits
06:15 Live Demo