1-Click Actions - MS Dynamics 365

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20 articles in this collection
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Filters for WhatsApp

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Updated over a week ago

Can I start a WhatsApp chat from MS Dynamics?

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Top menu bar

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Blur Messages

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How to copy WhatsApp chats into MS Dynamics?

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Global Search

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How to change date format when creating an Event?

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How to edit form layout for New Leads

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How to create an Account

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How to edit form layout for New Contacts

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How to create a Contact

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How to edit form layout for New Accounts

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How to create a Lead

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How to edit form layout for a New Activity

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How to Refresh

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How to create a task

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How to create an activity

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In “New activity/Task” function, why create a case is not enabled?

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Written by Tuvis Team
Updated over a week ago

How to edit form layout for a New Task

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Written by Tuvis Team
Updated over a week ago

How to edit form layout for a New Case

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Written by Tuvis Team
Updated over a week ago