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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Compliance Reminders
Customer experience | Sales, Customer Insights,...
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Compliance Reminders

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Posted on by Community member
Hello,
 
I'm working with Sales Professional for Dynamics 365.
 
I have a series of documents that are required to be signed by all clients. The date of the signature can be manually updated and are tracked at the Account level. I'm looking to do two things: 
 
1) Hide the tab containing the documents for all non-clients.
 
2) Push automatic notification to the Account owner when the documents are 'out of date' and need to be re-signed.
 
Thanks in advance.

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