Actions are messages that can be defined for an entity.
Out-of-the-box CRM provides a set of pre-defined messages for each entity (like
create, update, delete and others), but there can be cases when you want a
custom action. For example: approve, reject, delegate or any other action that
fits your business needs. Through actions, we can create our own messages for
any entity type.
Examples of actions that can really help improve system
Actions enables approval,
rejection and delegation of records
A support call centre may
want to Create, Assign, and Setstate messages into a new Escalate message.
What we can do:
Create a custom action as
defined by you
Assist with the design of
Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365, Microsoft Dynamics 365 Online
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Microsoft Dynamics GP easily integrates with one of the world's most used applications, Word. Together, it is possible to create beautiful looking reports that can seamlessly flow from Dynamics GP. Al...
CRM administrator access (The job can also be completed via a screen-share if preferred, but this may delay the delivery)
Completed brief outlining what you want us to provide you with
We will contact you once we have received these to clarify our thoughts are aligned.
Microsoft Dynamics 365, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM Online, Microsoft Dynamics 365 Online