eBook _Business processes.pdf

(784 KB) Pobierz

Follow consistent steps every

time you work with your

customers.

TIP:

Several ready-to-use processes for common business scenarios are

available.

Find out how to add them to your system.

Microsoft Dynamics CRM Online & Microsoft Dynamics CRM 2015

To help you work with customers, each stage and step is clearly outlined in the process bar at the top of the

screen. You’ll see the process bar when you work on certain types of customer records, like leads or opportunities.

Choose a stage in

the process bar to

see the steps

involved.

Choose a field to

type in the details.

The best way to learn about how

business processes help you work

with customers is to look at an

example.

Let’s look at a standard business

process for working with leads.

If your screen looks like this (latest version):

Go to

Sales

Leads.

If your screen looks like this (older version):

Go to

Microsoft Dynamics CRM

Sales

Leads.