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...
Category: Business Process (0)
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...
Category: Collaboration including Teams and Office 365 Integration (57)