Using Teams & Managers To Manage Records

For the majority of organisations, people work in departments. They report to a manager, and as a manager you need an easy way to see what’s going on with your team. In D365/CRM there are many ways to separate the data for reporting but two of the easiest things to use are the manager field, and teams….

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Using Teams & Managers To Manage Records

Blog Syndicated with Megan V. Walker’s Permission

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Megan V. Walker
Megan V. Walker⭐️Microsoft Dynamics CRM/D365 Functional Consultant ⭐️
I love learning, and helping others in the process. I often search for solutions and find an answer that is so technical I ‘think’ it might be the right answer, but it’s just over my head. Hopefully my way of explaining things can help people no matter their level of understanding.

Author: Megan V. Walker

I love learning, and helping others in the process. I often search for solutions and find an answer that is so technical I ‘think’ it might be the right answer, but it’s just over my head. Hopefully my way of explaining things can help people no matter their level of understanding.

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