Kofax TotalAgility
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    • Microsoft Dynamics CRM
      • Link TotalAgility to Microsoft Dynamics CRM
      • Configure TotalAgility actions resulting from Microsoft Dynamics CRM events
      • Use TotalAgility from Microsoft Dynamics CRM
        • View the task list
        • Take and complete the activities from task list
        • Configure the task list display
        • Search for Activities in the task list
        • Start a job manually
        • Create a process that uses a dynamics entity
        • View the job list
        • View the properties of a job
        • Change the owner of a job
        • Add notes
        • Search for a job
        • Select a resource
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  • Glossary

Your search for {searchVal} returned {total} results.

The search returns topics that contain every term you enter. If you type more than one term, an "and" is assumed. The results appear in order of relevance, based on how many search terms occur per topic.

  • If a search returns too many topics, add more search terms or search for an exact phrase. To search for an exact phrase, enclose it in double quotation marks (for example, “batch class”).
  • If a search returns too few topics, reduce the number of terms entered or use a partial term. If an exact match cannot be found, the search uses “fuzzy” matching to find similar terms. Only terms with exact matches are highlighted in the search results.
Welcome > Integration module > Microsoft Dynamics CRM > Use TotalAgility from Microsoft Dynamics CRM

Use TotalAgility from Microsoft Dynamics CRM

Create, view and take activities from your TotalAgility in Microsoft Dynamics CRM.

Use TotalAgility from Microsoft Dynamics CRM to do the following:

  • View the task list

  • Take and complete activities

  • View selected columns from the task list

  • Search for activities

  • Manually start a job

  • Create a process that uses a dynamics entity

  • View the job list

  • View job properties

  • Change the job owner

  • Add notes

  • Search for jobs

  • Select a resource