Welcome to my latest Dynamics 365 tutorial! In this video, I'll be exploring the powerful feature of Automatic Record Creation and Update Rules in Dynamics 365 Sales and Customer Service. This functionality allows you to streamline your processes by automating the creation and updating of records based on specific activities.

⚙️ Automatic Record Creation: Learn how to configure rules that automatically create records such as leads in Dynamics 365 Sales or cases in Dynamics 365 Customer Service. I’ll walk you through setting up these rules to ensure that incoming emails or other activities trigger the creation of relevant records, saving you time and ensuring no potential sales or customer issues are missed.