How to create manage sub admin user in portalxpand You can add and manage the Admin users from the Settings ? User Management ? Users. Watch out for this video
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How to create workflow for updating existing rights based on actions preformed You can add the rules and set the conditions if you want to show the specific entity data
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
How we can create multi site in portalXpand When the Admin users log in to the Portal-Admin and authenticate the CRM, they will get the default published site. You can
Create custom notifications on email opens In this video I show you how you can use the XRM toolbox and in particular the In-App Notification builder built by Ivan Ficko.
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