Manage Category awareness survey in Microsoft Dynamics

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The survey, along with its customizations, is copied as a new survey.After youve created one or more surveys within a project, you can perform the following actions:. If you want this to be a top-level category, leave this field blank. What isnt copied to the new survey. In the Knowledge Base Management section, select Categories. You can create a copy of your survey in the same project or a different project in the same environment. Enter a name and description for your category. This section helps you understand how to create a new category for knowledge articles and associate it with an article Explore and download resources and templates to help with managing adoption of Microsoft 365 within your organization
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Assign recipients to fields and route the document automatically

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A step-by-step guide on how to Synchronize Manage Category awareness survey in Microsoft Dynamics with Salesforce

When your team is always executing multiple tasks in several software, it becomes challenging to Synchronize Manage Category awareness survey in Microsoft Dynamics with Salesforce without the proper instruments. You can enhance that with airSlate. Our drag and drop form designer makes it easy to build and modify accurate documents. Plus, you can integrate with multiple systems of record to help teams collect and manage data more productively.

Follow the instructions listed below to Synchronize Manage Category awareness survey in Microsoft Dynamics with Salesforce:

  1. Log in to your airSlate account (utilize your Google/Facebook/Apple accounts if needed).
  2. Entry a Workspace from the list or create a new one.
  3. Proceed to the Template Library from the Dashboard widgets.
  4. Locate and attach a ready-made template to your Template.
  5. Improve your form with fillable areas, make them conditional, visible, hidden, etc.
  6. Designate fields to the specific roles and users.
  7. Integrate with one or multiple data sources and systems using Integration Bots.
  8. Trigger Automation Bots to configure notifications, reminder alerts, and document routing.
  9. Save settings and proceed to publish your document.
After that, send the form to recipient emails, share it via a public hyperlink or QR code, or embed it in your app or on your website. Begin using customizable web forms to gather data faster and keep your CRM records updated automatically. Improve routine operations with airSlate.

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