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Configuring the Email Manager portal

  • Challenge

    Configuring the Email Manager portal

    3 Tasks

    15 mins

    Visible to: All users
  • The U+ Bank email bot is set up, and you must configure the Email Manager portal to manually triage any emails that do not match the intelligent...

Configuring the overlay application

  • Challenge

    Configuring the overlay application

    3 Tasks

    15 mins

    Visible to: All users
  • The project team at U+ Bank decides that the project is mature enough and ready to move the developed application to higher environments. To...

Control the workflow based on business context

Converting a lead to an opportunity

Converting the class of incoming data

  • Challenge

    Converting the class of incoming data

    4 Tasks

    25 mins

    Visible to: All users
  • In the Sample application, two entities exist for storing patient data and their corresponding health policy data, where one patient may have multiple...

Creating Windows form and procedure automations

Creating data relationships in Views

Creating reports that combine data from multiple classes

Creating solutions and projects

Creating a child case

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