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.
Plik z chomika:
Lauviah666
Inne pliki z tego folderu:
Tenant Isolation in Office 365.pdf
(781 KB)
TFS to VSTS Cloud Migration Guide (04-25-2017).pdf
(2125 KB)
Visio 2013 Keyboard Shortcuts.pdf
(357 KB)
VLSC-Software-Assurance-Guide_en-US.pdf
(923 KB)
Windows 10 tips and tricks.pdf
(499 KB)
Inne foldery tego chomika:
ASP.NET
Bazy danych
books inf
C i C++
c_sharp
Zgłoś jeśli
naruszono regulamin