I am thinking of methods to shorten the process flow via PowerApps. Current process flow as follows:-
Receive invoice from Outlook
Save invoice in desktop item
Populate the "Invoice Processing Form"Invoice Processing Form
to fill up "Project name" and "Verified By" and "Approved By"
Screenshot the approval form from excel
Invoice with approval processing form
Import the PDF with imported image to Docusign
Place the authorized signatories in order
message for the said document to be emailed
Title
Send
[Approval]
Each personnel will approve the document in Docusign at the designated signatory in the order
PDF with signatures will be generated and received from Outlook, sender is Docusign email
Download PDF with signature and send to finance via Outlook.
Would greatly appreciate your feedback on how to shorten/automate this process.
Related
We do multiple email marketing activities to numerous recipients every day. Thus, I was looking forward to track how many recipients have opened my email. My development team has given me an API, through which I can generate unique image links for all the recipients and send them through mail merge field. Currently, when I am sending emails to recipients with unique image links, the image is rendering in the email content but I don't get any insight in my backend API.
Usually, I use Mail Merge on Word to run the campaigns. And I use Microsoft Outlook as email operator.
CAN ANYONE PLEASE HELP ME ON HOW TO INSERT A TRACKING IMAGE IN MY MAIL CONTENT ON WORD, SO THAT IF ANYONE OPENS THE MAIL, I GET HIS/HER DETAILS IN MY BACKEND DATABASE.
I tried to add the image in my mail content through the "IncludeImage" command on word and in the file URL I called the merge field from the connected datasheet. But when I am running the campaigns the image is appearing but I am not getting any tracking in my backend database.
I'd like to generate an actionable message sent to each person in my organization with calendar information. Ideally, it would do the following for each person:
1. Display the appointments from that person's calendar for that day
2. Place a checkbox next to each so the person can indicate if he or she will attend, along with a "submit" button.
I don't have administrative access to each person's calendar so my code can't retrieve each person's calendar information. My hope is the Actionable Message on the client can perform the action of retrieving each person's data and showing it to them. All the mailboxes are in Office 365.
Is something like this possible?
We have an enterprise web api that generates a custom coupon barcode for based on customer id or email.
The Dynamics 365 email activity can send out rich emails; we want to insert custom barcode image into the email.
I have already added a button to this ribbon of this page so that it call open a popup window that can execute my javascript.
But I need to get the email address of the recipient in the "To" field of the email. How do I get this field?
When you are opening the popup, you can send the contact detail in param. Or you can read the parent form fields like discussed here based on your implementation.
Either way, you have to get the activity party list from To field & again you have to make a service call to pull email address. Because only Id & Display Name will be readily available in party list or lookup. Everything else has to be retrieved from server.
I have created a marketing email to be used in a campaign which has a 'Call to Action' button, a mailto link that drafts a short response for the recipient to easily reply.
I have given the mailto link the same subject as the response email would have if the recipient used their mail client reply button.
When I reply to the email using the client reply button, the response shows up in the campaign response list, but when I reply using the call to action button, then nothing shows up in the response list.
How can I get CRM to track the email response inside the campaign when I am generating the response text via a mailto link?
Probably the regarding field is failed to set in response that’s why it’s failing to show in campaign activities.
Lesson 3: Automate creating campaign responses
For e-mail activities included in your campaign, you can have Microsoft Dynamics CRM Online create the corresponding campaign response records automatically when customers respond to these activities.
For example, from a campaign record, you create a campaign activity and choose e-mail as the channel. Because you created the activity from within the campaign record, the e-mail activity is automatically associated with the marketing campaign. After selecting a marketing list, distribute the activity. Microsoft Dynamics CRM Online then creates individual e-mail activities with the Regarding field pointing to the Subject field of the Campaign Activity form. If the recipient sends an e-mail back to your organization, Microsoft Dynamics CRM Online tries to match the incoming message with the e-mail activities based on information in the e-mail subject line. If Microsoft Dynamics CRM Online finds a match, it creates a corresponding campaign response activity.
Reference.
The send button in BI Publisher (Oracle Business Intelligence Publisher Release 10.1.3.4) will send the generated report into the body of an email. We have to manually key in email parameters like to, cc, etc.
Is there a way we could attach a document say pdf here (without bursting)? I am sure we can burst attachments with bursting. Kindly tell me if there is any other way, we could attach a document while sending the report as email by clicking on the send button
Don't use Send. You can run the report and have it sent as an attachment in the email. In order to do this click on the Schedule link on the top right hand corner while you are in the report.
This will take you to a page where in the Time section (see below) you can either run immediately or schedule it to run automatically daily/weekly/monthly, and then in the Delivery section specify your To, CC, Subject etc. and then Click on "Submit".
This way your report will be emailed as an attachment based on your template type (i.e. as PDF if your template is rtf, as Excel if your template is Excel)