In part two of this blog series, we examine the role of technology in enhancing the customer experience in government with a focus on streamlining and automating customer-facing processes.
As you can see from the screenshot below, out-of-the-box, there is no way create an Email Activity from Mobile Express.
This functionality may be missing is because Mobile Express doesn't allow for formatting, email signatures, etc. The good news is, if sending a quick email is more important than the email looking "pretty", we can do a couple of easy configurations to make this possible through this solution.
6. Fill-in the details and tap Save.
7. On saving the form, the workflow will trigger and will create a corresponding email activity and also send the email. This email can be seen in the "My Sent Emails" view and also in the receiver's Inbox.
In this way, users can send emails from Mobile Express using "Email for Mobile" and CRM will make sure that the email is not only send but is also visible in the Activity history.
Hope you like this post and if you need any help, please reach out to the CRM Experts at PowerObjects!! Stay tuned and we will bring to you more tips, tricks and CRM education from Microsoft Dynamics CRM world.