Forum Discussion
Andrew Dunn
Oct 17, 2017Copper Contributor
Sales Referral Process
So i am looking to streamline our referrals process. We run a homecare business with a main office of about 5 people. The current process is as follows: 1. A new referral is taken on a paper form wh...
Dean_Gross
Oct 23, 2017Silver Contributor
You should be able to easily do that with MS Flow, see this presentation from Ignite
Automate workflows & approvals with Microsoft Flow : https://myignite.microsoft.com/sessions/55500