MS Dynamics CRM Usability
Our primary focus is on Microsoft Dynamics CRM usability & training issues, but other issues will appear from time to time.
We’d love to hear from you. Please take a moment to sign up, and let us know what you have to say.
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.
Microsoft CRM 4.0 workflow stage example (upgraded from CRM 3.0)
May 01, 2008
Using a recursive CRM 4.0 child workflow to simulate a ‘DO Loop’
May 01, 2008
CRM 4.0 Sales Process workflow observations and best practices.
May 04, 2008
Back to WeblogTags
automated rules CardScan Certification Exams customer retention deleting error message exchange server Lead Mangement loop mail merge Microsoft CRM 4.0 Microsoft CRM training new features Outlook pipeline productivity Quickbooks sales process sales training Small Business Server SQL 2005 Workgroup Edition Time Tracker track email upgrade video demos Word templates workflowBlogs We Read
Jim Glass - A CRM Riff
Ben Riga’s Deep Shift
John ODonnell - Delving into Dynamics
East Region CRM
Friendly CRMonster
ICU MSCRM
Jonas Deibe - Dynamics CRM, C#, JS
Larry’s Taco Talk
Menno te Koppele - a CRM freak
Microsoft Dynamics CRM Team Blog
Mitch Milam’s Microsoft Discussions
Ronald Lemmen - CRM, C# and Cme
stunnware’s CRM corner
Syndicate
RSS 2.0Archives
August, 2008July, 2008
May, 2008
April, 2008
March, 2008
February, 2008
January, 2008
December, 2007
November, 2007
October, 2007
