How to create workflow for loading specific type – YouTube

CRM JettyDyn365CEYouTube2 years ago11 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

Leave a reply

Join Us
  • X Network2.1K
  • LinkedIn3.8k
  • Bluesky0.5K
Support The Site
Events
February 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   
« Jan   Mar »
Follow
Sign In/Sign Up Sidebar Search
Popular Now
Loading

Signing-in 3 seconds...

Signing-up 3 seconds...