One of the many new exiting feature in is the ability to configure consistent business process that will allow users to follow best practices and common steps in their daily work.
Business processes can be used to support a step by step approach providing guidance to the user while he completes a pre-defined set of stages. The most common use for business processes involves lead and opportunity management: Sales cycle can be structured and pipeline management simplified. Business processes can also be support customer service, marketing and any other CRM / xRM processes. They can involve multiple CRM entities as the user will be taken from one form to the other as he progresses through the process flow.
invites you to better discover this new functionality by downloading the following free eBook: Change a business process. For more information about CRM Business Processes or to discuss your CRM needs please our team of experts will be happy to answer your questions.
XRM Vision is a leading Canadian Microsoft Dynamics CRM Silver Partner specializing in building CRM & XRM solutions. Over the years XRM Vision team has been behind some of the most significant CRM implementations in Quebec.
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