Of course, you will still be able to customize these built-in workflows, but what you're given is fairly comprehensive. They've worked out multi-stage
For example, in a sales opportunity process, there are four stages a lead must pass through before it becomes a valid prospect: qualify, develop, propose and then close.
If their pre-defined lead-qualification process is not appropriate for your situation, you're free to remove stages, define new stages, or customize the steps in existing stages, along with controlling the fields updated in the relevant records.
To help you customize the sales stages or any other pre-defined customer relationship management processes, Dynamics now includes a Process Control Customization Tool. You use this new tool instead of the existing workflow designer for tweaking these pre-defined processes.
MIG & CO. – MIG is a Professional Consulting Firm that specializes in the implementation of business management software solutions including Microsoft Dynamics GP, SL and CRM. We automate business processes to ensure our customers work efficiently. A