Hello, I need help to know how to usse guided tasks in dynamics 365.
I've just created a guided task configured to start when the page is upload. The task is published but it doesn't work when the form/page is upload.
Could you help me, please?
Hi Anna,
Only the users belong to the security role that you selected could see guided task.
You could refer to the following links for detailed steps.
How to set up Guided Tasks
www.preact.co.uk/.../microsoft-dynamics-365-guided-tasks
Create your own guided help (Learning Path) for your customers
docs.microsoft.com/.../create-guided-help-learning-path
Hope it helps.
Best Regards
Leo
Hi,
You can refer my blog on this - dynamicscrmclub.wordpress.com/.../use-learning-path-for-your-d365-v9-x-organization-part-3-guided-tasks
Also, make sure your setup for Guided Task was also as mentioned in this blog - dynamicscrmclub.wordpress.com/.../use-learning-path-for-your-d365-v9-x-organization-part-1-setup
Hopefully this helps you.
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