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Providing Security Access To Users For Realtime Form Ownership

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Using Realtime Marketing Forms from Customer Insights Journeys on your website provides a quick and seamless way to have new Leads and Contacts created automatically in Dynamics 365. It’s good to know that when a new record is created, the owner of that record will be whomever owns the Marketing Form. Rather than giving Sales … Continue reading Providing Security Access To Users For Realtime Form Ownership
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Megan V. Walker

Tips, tricks and ideas for non developer geeks

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