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