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We often come across the requirement, where the customer needs do a multi-staged approval workflow in D365 Customer Engagement . The approval can be for an Opportunity , to convert
Tested on:Dynamics 365 version 9.0.2, web client One of the OOTB features of Dynamics 365 Project Service Automation are the automatic “Welcome to the team!” emails that are sent when
In a previous post of the GP 2018 features and enhancements, the workflow reminders have been thoroughly illustrated showing how reminders can be helpful for approvers. Today, we are going
Tested on:Dynamics 365 version 9.0 When the OOTB Business Process Flow enters its final stage on a project record, the PostProjectBPFUpdate plug-in sets the record’s status to Inactive i.e the
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