In the webinar on April 11th, 2024 we focused on DocumentsCorePack’s document generation & delivery capabilities within customer journeys.
Customer Journeys in Dynamics 365 Customer Insights (previously known as Dynamics 365 Marketing) guide individuals in specific marketing segments through a set sequence, including automated messaging, activity triggers, decision points, and more. In combination with Power Automate, DocumentsCorePack extends the capability to generate and deliver documents within these journeys.
The webinar covered:
- Creating a custom trigger
- Setting up an automated flow
- Q&A
More reading on this topic: