Dynamics 365 Customer Insights
Task management: Checklists
Checklists A checklist is a collection of tasks that must be completed as part of a business process. For example, there might be a…
Category: Dynamics 365 Customer Insights
Dynamics 365 Customer Insights
Task Management: Tasks
A task defines a specific piece of work or an action that someone must complete. You can reuse tasks and add them to one…
Dynamics 365 Customer Insights
Task management: Task groups
Task groups A task group lets you classify related tasks together. When you add tasks to a checklist, you can filter the list of…
Dynamics 365 Customer Insights
Task management: Group assignment and calendar
The setup components for task management is group assignment and calendar Group assignment In the group assignment you set up the groups you want…
Dynamics 365 Customer Insights
Organisation Setup: Excel add-in
The Excel add-in is, as a consultant, one still of my favorite things with HR, it makes importing data incredible easy. To access the…