You are a Dynamics 365 administrator for a dental office.
You need to create a process in Sales Hub to ensure that team members perform the following actions: -> Call patients to remind them about upcoming appointments.
-> Update patient contact information.
What should you create?
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A. B. C. D.A.
In order to create a process in Sales Hub that ensures team members perform specific actions, we need to choose the right tool within Dynamics 365.
A. Task Flow: A task flow is a series of steps that guide a user through a specific process. It can include different types of actions, such as creating records, updating fields, sending emails, or even calling external web services. However, task flows are usually initiated manually by the user, either from a form or a dashboard, and they require user interaction to complete each step. Therefore, a task flow may not be the best option for this scenario since it doesn't provide a way to automate the process or remind team members about their tasks.
B. Business Rule: A business rule is a set of conditions and actions that define a specific behavior in the system. It can be used to enforce data validation, set default values, hide/show fields, or even perform calculations based on other fields. However, business rules are triggered automatically when a record is saved or updated, and they don't provide any direct interaction with the user. Therefore, a business rule may not be the best option for this scenario since it doesn't involve any user interaction, such as calling patients or updating contact information.
C. Calendar: A calendar is a tool that allows users to view and manage appointments, meetings, or events in a specific time frame. It can include different types of views, such as day, week, or month, and it can be shared among team members or even external users. However, a calendar is usually used for scheduling purposes and doesn't provide any specific guidance or automation for the team members. Therefore, a calendar may not be the best option for this scenario since it doesn't provide a way to ensure team members perform specific actions or update patient information.
D. On-Demand Workflow: An on-demand workflow is a type of workflow that can be manually triggered by a user or a system process. It can include different types of actions, such as creating records, updating fields, sending emails, or even calling external web services. However, an on-demand workflow requires user interaction to initiate the process, either from a form or a dashboard, and it doesn't provide any automatic reminders or guidance for the team members. Therefore, an on-demand workflow may not be the best option for this scenario since it doesn't provide a way to ensure team members perform specific actions or update patient information automatically.
Based on the requirements of the scenario, the best option to create a process in Sales Hub that ensures team members perform the required actions would be an Automated Workflow. An automated workflow is a type of workflow that can be triggered automatically based on specific events or conditions in the system, such as when a record is created or updated, or on a specific schedule. It can include different types of actions, such as creating records, updating fields, sending emails, or even calling external web services. In this case, we could create an automated workflow that triggers based on a specific schedule, such as every day or every week, and includes the following actions:
By using an automated workflow, we can ensure that the required actions are performed automatically without requiring any user interaction, and we can also schedule the workflow to run at specific intervals to ensure that patients are reminded about their appointments in a timely manner.