Hey guys,
This might be off topic but does anyone know the D365 process for handling First article inspection? I needed it for informing users when a product is finalized and arriving.
Thanks
Best answer
Process for handling Dynamics 365 CRM First article inspection?
- Beginner
Best answer by Sara_Nasreen
Hey so after a lot of tears and probably not enough coffee, I found this place that looks like it might help! https://dynamics.folio3.com/dynamics-365-implementation/
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+11- Community Manager
Hey
It doesn’t look like the current Microsoft Dynamics 365 integration has any triggers related to handling First Article Inspections specifically. As a workaround, are you able to an any email notifications sent to you when a product is finalized and arrives? If that is possible and those emails contain the required information you need from Microsoft Dynamics 365 then you could potentially use that to trigger a Zap that kicks off a workflow to inform your users.
You can find out more about how to trigger Zaps from emails here: Trigger Zaps from new parsed emails
Does that help to get you pointed in the right direction? :)
- Beginner
Hey
It doesn’t look like the current Microsoft Dynamics 365 integration has any triggers related to handling First Article Inspections specifically. As a workaround, are you able to an any email notifications sent to you when a product is finalized and arrives? If that is possible and those emails contain the required information you need from Microsoft Dynamics 365 then you could potentially use that to trigger a Zap that kicks off a workflow to inform your users.
You can find out more about how to trigger Zaps from emails here: Trigger Zaps from new parsed emails
Does that help to get you pointed in the right direction? :)
Yeah, that definitely looks like a great place to start, thank you so much!
+11- Community Manager
You’re most welcome,
Please do report back here to let us know how you get on with this. :)
- Beginner
- Answer
Hey so after a lot of tears and probably not enough coffee, I found this place that looks like it might help! https://dynamics.folio3.com/dynamics-365-implementation/
+11- Community Manager
Thanks for letting us know,
I’m so pleased to hear you were able to find something useful on this, and hope you’ve been able to get more coffee since!
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