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Tag Archives: configure
What are the types of workflows in Dynamics 365?
Background Workflow (Asynchronous) Note: It is now recommended to use Microsoft Flow instead of background workflow. In the screenshot above you can see the background workflow. Let us discuss each option in detail: Process Name It is the name of … Continue reading
Posted in D365 Customer Engagement (CRM), D365 Tips & Tricks, Microsoft Dynamics 365
Tagged configure, D365, dynamics, how to, microsoft, workflows
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How to Configure Organization Units? (Episode 06)
Let us first understand what are Organization Units: Organization Units represent different offices your company may have.For example, you may have offices in US, UK and India. In that case you will be creating three organization units as each unit … Continue reading
Posted in D365 Project Service Automation (PSA), Microsoft Dynamics 365
Tagged configure, dynamics, dynamics 365, organizational units, project service automation, psa
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Dynamics 365 – Configure Email Services
This video explains how to configure, Email Server Profile and to enable Server Side Synchronization.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 3656, configure, email, service
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Dynamics 365 – Configure Administration Settings
This video provides you with a high level of understanding of various option in Dynamics 365 Administration Settings.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, administration, configure, dynamics
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