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Dynamics 365 - Template PDF Emails

Streamline your communication using Dynamics 365. Create and track PDFs using this new quick configuration tool.

1. Create a PDF using data from inside Dynamics

2. Create a standard email with PDF attached

3. Send and track email (including views, attachments opened, links clicked, replies)

4. Schedule a conditional follow-up of the receiver has not opened or responded to your email.

To talk to us about more feature in the 2020 Wave 2 release and how they can be applied:

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Check our Case Studies for examples of how we've helped various companies realise the benefits of Customer Engagement...

OA Systems did a brilliant job of updating our Microsoft CRM4.0 to Dynamics 365. The process was smooth from start to finish and they completed on time and on budget.
Highly recommended.

Brendon Reid, Managing Director, Automation Associates Ltd

The OA Systems development team has a really detailed understanding of every layer of our business

Ayla Hutton, Technology and Projects Manager at Safety ‘n Action

OA Systems

Building C
Level 1/95 Ascot Avenue
Greenlane
Auckland 1051

Careers at OA

We are always looking for people who are excellent and passionate at what they do to join our team. If this sounds like you then we'd love to hear from you!

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Customer Engagement can help improve customer relations, increase customer revenues, maximise cross and up-selling, create better communications and optimise your marketing.  Get in touch for a chat about how Customer Engagement 365 can help you...