Written by Here are the steps to perform to add a new Client in Power Apps based Project Tracking system.
Read more about the Prospect and Project Management Solution in Microsoft Power Platform:
Steps:
1. Access the ‘Dyna Project -Admin’ main page
2. Click on Clients under Sales in Project Operations from the left navigation bar
My Active Accounts list will be shown.
3. From My Active Accounts list view, click ‘+New’ button.
4. New client form will get opened, fill all relevant fields in the form.
5. Click Save& Close button.
6. You could see the newly created account under My active accounts. You could select, open, view and edit the record from here.
In case if you are interested to know more about this Power App, let’s connect
Dynatecon Solutions 