Posted on 7th December 2017 at 18:32
Sending an automated email to a Contact on their birthday, a simple requirement that can be achieved with Dynamics 365 and ClickDimensions. However it is not as simple as it might first seem.
Here we compare two different methods of achieving this, and each one has a link to a more detailed pdf you can download.
Please call CRM Dynamics if you need any further help or advice in setting up this type of automation.