In this webinar we will discuss how you actually define your company's sales process and the steps required to use that process within Dynamics CRM/365.
DYNAMICS 365: Defining and creating your Sales Process
In this webinar we will discuss how you actually define your company's sales process and the steps required to use that process within Dynamics CRM/365.
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Required Fields make sense, if you insert an approval stage. Then you can use a boolean field for example called ‘Discount approved?’. So you only can go to the next stage, when it is set on ‘yes’.
PS: It has to be a two option/boolean field
25:05 I followed your example and it’s rolling up.
Thank you Mitch. Very helpful.
Is there a way just to get rid of the notes field?
I am very impressed by your videos… very useful
why are we not seeing much recent videos from mitch ? Impressive work btw
Hi Uzwaul. Thanks! I am slowly retiring from the Dynamics world so my focus has shifted elsewhere.