Microsoft Dynamics CRM General Sales Process quotation function detailed

menu ---- sales ---- Quotations

Go to the main page, you can create new, delete, and run reports.

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You can select a quote, assign it to an assistant or special approval manager, and the workflow is very powerful.

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System view is I think the essence of CRM, all the functions in here, we have to study yo.

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The form is the editing of the field displayed in the quote, custom meaning.

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Customize the contents of the quote, format, display fields, etc., note that there is a " Enable security role " to set a specific position of the person to see a field, such as not to allow the general staff to see the customer leader's contact information, special prices.

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The chart is the data report that is displayed on the right after the entry, can be customized, the function is very powerful. In the future will be specifically issued some articles on the definition of statements, development.

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The field is the edit field that is displayed in the quotation, the custom meaning.

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Business rules the next article will explain this feature in detail.

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This article is from the "Farmers It Technology blog" blog, please be sure to keep this source http://hangyc.blog.51cto.com/427521/1683179

Microsoft Dynamics CRM General Sales Process quotation function detailed