Need a means for documenting CRM processes (dialogs and workflows)


*** Needed for all versions of CRM going forward ***

I have found no good way to document a dialog or workflow process.
We try to put pertinent info in the step descriptions, but you can't even easily capture a list of the steps to review.

Need a way to capture or pr...

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Category: Business Process (0)

STATUS DETAILS
New

Add Category to fields that can sync to Exchange, at least on appointments


Outlook has Category and so does Dynamics 365 Sales (and other D365 products, I would guess). We use specific categories for different types of appointments so that all users' calendars have the same color-coding. We currently pay for Riva Sync integration ($195 per user per year) just so we ca...

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Category: Collaboration including Teams and Office 365 Integration (57)

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New