Thursday, September 25, 2014

Creating Tasks and Appointment using a Simple Workflow

The integration of Darwin and Microsoft CRM (and by extension Microsoft Outlook) allows users to easily create Tasks and Appointments.

Based on data changing, or a date being hit, Tasks and Appointments can automatically be created to assign items to users.  Watch the video below to see how:

http://youtu.be/JhvJeVH9TuE


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