Category: CRM



Please visit the Success Portal at http://www.xrm.com/success – This video is one of more than 300 Microsoft Dynamics CRM and Dynamics 365 Online Tutorials available in the Success Portal. In this video, learn how to customize the theme, including icons, tooltips, and colors.



In this video we look at Dynamics 365's Activity Feed feature. We walk through how to configure Auto Posting at an Entity level, as well as how to enable the specific rules. In addition we explore how to create a workflow to handle creating rules that are not available by default. https://www.youtube.com/watch?v=SfCYd8pmrXw



Please visit the Success Portal at http://www.xrm.com/success – This video is one of one of more than 300 Microsoft Dynamics 365 Online Tutorials available in the Success Portal. In this video, learn how to set up the entities and fields for global search in Microsoft Dynamics 365.