Microsoft 365 CRM: Using Workflows to Create Task Lists | Implementation Specialists
Автор: Implementation Specialists
Загружено: 2020-08-26
Просмотров: 7685
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Looking to expand your knowledge of CRM? Join Implementation Specialists as she explains how to use workflows to create task lists. Workflows can do so many things, but an often overlooked potential is to use workflows to create task lists within CRM that keep end users aware of what they need to do next. We are going to review how to create these types of workflows and explore a few ways they can be used.
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