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20000064287
SOP - Connect Exchange Online
Please follow the links below to add new Server profiles
The First article will include the se
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20000064684
SOP - User needs access to a Queue
Marketing has a Leads Queue view, for the user to be able to see this queue that need to have it
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20000064283
SOP - Setting up Connections (Weekly/Complete Activities Reports)
How to set up the following connections:
Complete Activities (Recipient/Originator)
Weekly
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20000064791
SOP - Setting up an RS Scheduled Report
Before We Start:
This is a report that will be emailed out to the recipients on a regular basi
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20000064812
SOP - Share point folder error resolution
Typically related to Quotes
See attached document
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20000064909
Leavitt/Venturis CRM - Total Revenue Field - UE Order Form
Requested by UE Operations Manager (Nav Sandhu)
Order Form
Currency Field
Utilized by G
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20000067344
NE Order Pipeline Task Documentation
This Action Creates Tasks
Check NE Order Pipeline <https://leavitt.crm3.dynamics.com/sfa/wor
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20000067958
SOP - Data Import
See attached document
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20000070842
Cranes CRM: Quote - Vendor Quote Creation (UE/NE) Notification (Workflow)
OnCreate Workflow
OnCreate- Vendor Quote Send Notifications
Step 1
Criteria:
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20000070900
Cranes CRM: Order - Vendor Order Creation Notification (Workflow)
Criteria:
UE Vendor Order created OR
NE Vendor Order created AND
Status Equals Active, Fulfi