Thursday, June 7, 2018

How to create a Date Driven Workflow in CRM:

Tuesday, June 5, 2018

Creating a Simple Workflow in CRM:

This focuses on the "how to" of creating a workflow - the screen that decides when a workflow will start.

In this example, the end result is an email whenever a new employee is added in Darwin or DNet as a confirmation to the internal payroll department and to the client that the employee has been added.

Easy CRM Navigation

Quickly learn how to find items in ThinkWare's Microsoft CRM

Tuesday, February 6, 2018

Employee Benefits Enrollment

Watch the new Benefits Enrollment Video here:

Benefits Enrollment for Employee Video