MS Dynamics CRM Usability
Our primary focus is on Microsoft Dynamics CRM usability & training issues, but other issues will appear from time to time.
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CRM 4.0 Sales Process workflow observations and best practices.
May 04, 2008
CRM 4.0 Pipeline Report and the Sales Process
April 29, 2008
I was working on the pipeline report today and trying to figure out how it's affected by the sales process. What wasn't clear which how sales stages show up on the pipeline report. To identify exactly how it works, I created a test sales process with two stages and then created several opportunities and walked them through the stages.
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