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Tag Archives: create records
How to create records using workflows in Dynamics 365?
Scenario: In a large organization, it’s getting difficult to manage leads follow-ups because of the high volume. The organization is using D365. Most of the salespeople forget to follow-up with leads on time and hence the leads-to-customer conversion is going … Continue reading
Posted in D365 Customer Engagement (CRM), D365 Tips & Tricks, Microsoft Dynamics 365
Tagged create records, D365, dynamics, microsoft dynamics 365, workflows
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