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Templeton Support

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Latest activity by Templeton Support
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    Templeton Support created a post,

    Test post

    Just cheking

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    Templeton Support created an article,

    Sample Article for PMP

    Sample content inside article for PMP.

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    Templeton Support created an article,

    Expense Report "Approver"

    The "Approver" on the expense report is auto-populated from the Engagement

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    Templeton Support created an article,

    Reconfigure Outlook Add in

    To Configure Outlook for the first time skip to step 5  Open Outlook and go to File - Click on Dynamics CRM  Click on Manage Organizations  Close Outlook and click Retry  Select the CRM ins...

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    Templeton Support created an article,

    Create a Time Off Request

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    Templeton Support created an article,

    Add An Expense Report

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    Templeton Support created an article,

    Dynamics 365 Apps (Outlook, Android, Tablet and iPhone)

    Topics Discussed Dynamics 365 for Phones Dynamics 365 for Tablets/Windows Dynamics 365 for iPad Outlook

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    Templeton Support created an article,

    Client Webinar - February 2018

    Topics Discussed Dynamics 365 for Phones Dynamics 365 for Tablets/Windows Dynamics 365 for iPad Outlook

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    Templeton Support created an article,

    Find Apps for Dynamics CRM (mobile)

    Go to Options  (see below) > Click on Apps for Dynamics 365 > Download your app of choice

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    Templeton Support created an article,

    How to Send Direct Emails

    You can send direct emails from any Account/Contact/Lead record or any view or advanced find. You can also use Templates to send emails On the ribbon, within the advanced find window, select Send...