I recently joined a company that currently does not have a CRM; as such, we are looking to use Dynamics 365 / Marketing for the client contact, management, and marketing. I have access to a trial but I am struggling to find a way to set up a contact on an automated follow-up (such as quarterly, semi-annual, etc). This is the primary feature we are looking for and a representative suggested I use Dynamics Marketing to do this (rather than Dynamics Sales).
Does Marketing have this capability, and where/how do I find this?
Thanks in advance.
Hi Shawn,Yes, perhaps that is a better route. I am spending too much time trying to find the answer for this online.
Hi Chad,Thank you for this - however, I am not looking to schedule emails per se, rather I want to be able to schedule an automatic reminder to follow up with a client at a preset time frame (months - 3,6, etc). The MS rep I spoke with said Dynamics Marketing can be used for this. I cannot figure out a way to do this, even with your example - I do not see where I would add/edit a column for frequency follow-up (see attached screenshot).
This is less intuitive than I had hoped.
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