Thursday, June 7, 2018

How to create a Date Driven Workflow in CRM:

https://youtu.be/Q1ibw_qkuHM

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.

https://youtu.be/z-r3EUQGnQ0



Easy CRM Navigation

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

https://youtu.be/PC0Fm97V3fU


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