Create and complete tasks in Microsoft Dynamics 365 | Scribe

Create and complete tasks in Microsoft Dynamics 365

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