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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DYNAMICS 365: Defining and creating your Sales Process
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.