Create and complete tasks in Microsoft Dynamics 365 | Scribe

    Create and complete tasks in Microsoft Dynamics 365

    • Thomas Kao |
    • 11 steps |
    • 32 seconds
    1
    Navigate to your MS Dynamics 365 account.
    2
    Click here.
    3
    Click "Review pricing proposal with finance"
    4
    Click "Mark Complete"
    5
    Click "Task"
    6
    Click the "Subject" field.
    7
    Type " [[CapsLock]] Create pricing document for Shiftsmart"
    8
    Click here.
    9
    Click this field.
    10
    Type "Put in excel"
    11
    Click "Save & Close"