Streamlining your workflow with email engagement and Bing maps in Dynamics 365

June 20, 2023

In this video, we will explore how to enable email engagement in the sales insight settings. This feature is a toggle for administrators that allows users to create a record from the timeline in a separate window. This window includes options such as scheduling emails for later, setting reminders, and following up. This feature also enables users to keep the window open while attending to other tasks, such as taking phone calls or navigating to other records. The video demonstrates this feature on a 3D printer opportunity and shows how the reminder screen works. It also highlights how users can navigate to other records or lists without losing track of the email they're drafting. The video also discusses the advantages of enabling Bing maps in the application. This feature is free and doesn't require additional resources to load records. By enabling maps, users can get directions directly from the app, which is useful for those who are mobile and need directions to their next stop, such as salespeople or service personnel. Overall, this video provides insights into how to improve email engagement and make the application more user-friendly by enabling email engagement and Bing maps. Contact us for a personalized demo: CALL: (805) 581-5020 VISIT: EMAIL: FOLLOW US:

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