Popular Articles
CRM: attach an email to a specific case in CRM/NAD Challenges
When sending an email from Outlook, enable the Dynamics 365 panel. In the "set regarding" field, enter the case number or advertiser name to find the challenge record. Select the desired record from the list of options.
CRM: Government Outreach Report
To run the Government Outreach report, navigate to the Government Outreach entity in the sitemap, you can either run the report on a specific record, or run it on all records in the view and then scroll through the pages. One example to test on is ...
Ring Central Resources
Hello All, Here are links to resources mentioned in the Ring Central Learning Session. Ring Central Web Portal - https://service.ringcentral.com/ Ring Central Support - https://support.ringcentral.com/ Ring Central University - ...