Is it possible to create a custom table with Dexterity (or another tool) that will be populated with default data for each employee when the employee is first entered into the system?
A little background information. I'm trying to create a custom table for our HR department to track certain forms that are required to be signed and returned by employees. Most of them are simply one time new hire forms while others are quarterly or annual. I need all the forms to be set in the custom table with default data when a new employee is created in Dynamics. That way I can create a smart list for HR to run regularly that would should which employees have outstanding forms. I have no idea how to get started on this. Any help or insight is greatly appreciated.
*This post is locked for comments