How to assign records using workflows in Dynamics 365?
Scenario: A company has a large customer base and dedicated support system. Presently, any support engineer can pick up a […]
Scenario: A company has a large customer base and dedicated support system. Presently, any support engineer can pick up a […]
Scenario: As per the company’s policy, every customer and their contacts must get their KYC (Know Your Customer) done every
Scenario: In a large organization, it’s getting difficult to manage leads follow-ups because of the high volume. The organization is
Background Workflow (Asynchronous) Note: It is now recommended to use Microsoft Flow instead of background workflow. In the screenshot above
You can add graphics to a view and establish the logic used to select graphic based on column value using
This in continuation to Episode 11 and Episode 12, where we had discussed how to create a Quote and a
Prerequisites To be able to use MS Project to manage Schedule (WBS), there are certain prerequisites: You need to have
Microsoft Project Perform the following tasks to sign up for Project Online Essentials Trial: Login to https://portal.office.com Open the catalog:
If you have been following the blog post, by now you would be familiar with creating an opportunity and quotation.
Project Opportunities are warm leads from customers who are interested in contracting your services. Scenario: Adventure Works would like to