A client recently had issues implementing a workflow that would send a draft email. Under a normal scenario, you could choose to create a “Send Email” step within a workflow and the job would be done. But what if you have a number of draft emails that you want to push out at a later stage?
If you happen to be using Microsoft Dynamics CRM for Sales, specifically the managing of the ordering process, you know very well that the process doesn’t stop when your product has been ordered. The next natural step is to send the product out, whether via local Postal or preferred Courier Service.
This blog entry is about how you can add Postal Tracking to your Order Form.
Pictured below is an example I have created using Australia Post as our postal provider, but you can substitute this with any postal service that has their own tracking page.