Browsing articles from "February, 2014"
Dynamics CRM 2013: Diving into the sales pipeline – Part 3
In my previous post of this series, we discussed how to implement ACME’s sales pipeline through the creation of a business process flow (BPF) considering both the Lead and Opportunity entities. We created two business processes, one for opportunities that originated from leads, and another for opportunities that did not originated from leads.
In this post we will discuss how to implement ACME’s opportunity probability matrix through the creation of business rules.
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