E-Mail Summary | A MICROSOFT DYNAMICS ADD-ON PRODUCT

Stay Updated & Fully Embrace Mobility

 

E-Mail Summary is a Dynamics 365 email enhancement that permits CRM users to create, schedule, and deliver HTML emails based on CRM data. The use of E-mail Summary enables CRM users to fully embrace mobility by being notified of important CRM data changes in a clean consolidated email, eliminating the constant stream of workflow generated emails. Users are now free to focus on their real jobs instead of having to look for updates in CRM. Salespeople can be updated on customer touches over the past week, case managers can be notified of all cases due and past due this upcoming week, managers can be notified of all orders for the day, and so on.

email summary microsoft dynamics add-on product

Product Features:

      • Automatic email notification based on a time interval
      • Mobile friendly HTML output
      • Various HTML color options
      • Consolidate email, eliminating the constant stream of workflow generated emails
      • Batch emails based on record owner
      • Email results to non-CRM users
      • It includes a template that help solve common issues:

– Customer activities this week

– Neglected contacts

–  Neglected customers

– Overdue cases

– Customers opening cases this week

– Overdue opportunities

– Stalled opportunities

 

Pricing:$2 per user/month (Discount for NuSoft customers)

Questions?

 

For questions on E-Mail Summary, please reference the User Guide below or contact us.

DOWNLOAD THE USER GUIDE

Purchase E-Mail Summary

After completing the form below, a NuSoft team member will contact you to finalize your purchase.


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Product Screenshot