How to create workflow for loading specific type – YouTube

CRM JettyDyn365CEYouTube3 years ago278 Views

How to create workflow for loading specific type

You can add the rules and set the conditions if you want to show the specific entity data in the customer portal or allow the portal users to access the specific entity data. In this video, you will learn how to create the “Load Data” workflow.

►LET’S CONNECT:
Linkedin: https://www.linkedin.com/company/crmjetty/
Facebook: https://www.facebook.com/CRMJetty/
Twitter: https://twitter.com/crmjetty/

#PortalXpand #CustomerPortal #CRMJetty

You can add the rules and set the conditions if you want to show the specific entity data in the customer portal or allow the portal users to access the specific entity data. In this video, you will learn how to create the “Load Data” workflow.

►LET’S CONNECT:
Linkedin: https://www.linkedin.com/company/crmjetty/
Facebook: https://www.facebook.com/CRMJetty/
Twitter: https://twitter.com/crmjetty/

#PortalXpand #CustomerPortal #CRMJetty

source

0 Votes: 0 Upvotes, 0 Downvotes (0 Points)

Leave a reply

Join Us
  • X Network2.1K
  • LinkedIn3.8k
  • Bluesky0.5K
Support The Site
Events
December 2025
MTWTFSS
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31     
« Nov   Jan »
Follow
Search
Popular Now
Loading

Signing-in 3 seconds...

Signing-up 3 seconds...

Discover more from 365 Community Online

Subscribe now to keep reading and get access to the full archive.

Continue reading