Browsing articles tagged with "business process flow Archives | Pedro Innecco"

Dynamics CRM 2013: Diving into the sales pipeline – Part 2

In my previous post of this series, we discussed some fundamental concepts of the sales pipeline and how Dynamics CRM handles the sales process. While considering the requirements of ACME (a fictitious company), we defined the stages of their sales pipeline, and started to outline the functional specification of the opportunity entity, including the elaboration of an opportunity probability matrix.

In this post we will discuss how to implement ACME’s sales pipeline through the creation of a business process flow. Read more >>