Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
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You can set up the application to automatically record interactions for sales, purchase and service documents, cover sheets, e-mails, phone calls, such as:
To set up the automatic recording of these interactions, you specify interaction templates for these documents and actions by using the Interaction Template Setup page.
To open the Interaction Template Setup page, choose the icon, enter Interaction Template Setup, and then choose the related link.
Recording Interactions With Contacts
Work with Business Central
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Create or update records automatically in Customer Service Hub - Training
Learn how to create records by using the automatic creation and update rules functionality. Additionally, you learn how to use multiple conditions in a single rule to create records differently based on the results.
Certification
Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate - Certifications
Improve business processes for customer service functions, such as automatic case creation and queue management with Microsoft Dynamics 365 Customer Service.
Documentation
Create interactions on contacts and segments - Business Central
Learn how to create interactions in Business Central for communication that you have with your contacts and segments.
Create and Manage Interactions with Contacts - Business Central
In Business Central, interactions are all types of communications between your company and your contacts. Read about the ways to create and manage your contacts.
Manage interactions with your contacts - Business Central
You can manage all types of communication or interactions between your company and your contacts; for example, letters, phone calls, meetings, and so on.