Microsoft Dynamics CRM Sales Process

Microsoft Dynamics CRM Online Team Blog — Thu, 29 May 2008 01:47:22 GMT

A sales process is a standardized series of activities that occur during a sales cycle.  As the

Microsoft Dynamics CRM Sales Process

Microsoft Dynamics CRM Online Team Blog — Thu, 29 May 2008 01:47:44 GMT

A sales process is a standardized series of activities that occur during a sales cycle.  As the

Microsoft Dynamics CRM Online Traveling Demo

Microsoft Dynamics CRM Team Blog — Tue, 27 Jan 2009 19:22:00 GMT

Not so long ago I had the UNIQUE opportunity of presenting Microsoft Dynamics CRM Online to a large audience

re: Microsoft Dynamics CRM Sales Process

wheech — Wed, 04 Feb 2009 16:25:07 GMT

Thanks for this great tutorial...

I have implemented this sales process but require the ability to skip or redo stages...

How do you implement this using the workflow?

There is much chatter on the forums that this was supported in V3 but it must be in V$ also...

Thanks,

Charlie

re: Microsoft Dynamics CRM Sales Process

maruf_d — Thu, 26 Feb 2009 04:46:49 GMT

Charlie - You can do this using Child WorkFlows and Conditions.

Redo -

You create a child workflow with all the steps of a stage and call it from the Parent.

Skip -

Use check conditions <if-otherwise>

Regards,

Maruf

Microsoft Dynamics CRM Online Screenshot Demonstration(s)

Microsoft Dynamics CRM Online Team Blog — Tue, 24 Mar 2009 02:29:17 GMT

I prepared this PowerPoint presentation of CRM Online consisting of screenshots for a webinar that only

re: Microsoft Dynamics CRM Sales Process

ChristineH — Mon, 01 Jun 2009 23:17:25 GMT

This is great stuff. I love the additional detail about redo and skip a step. But what about demoting an opportunity? What if the situation has changed and the opportunity actually needs to go back to a previous sales stage? Any ideas about how to do that?