When fitting an existing business and their sales processes into a Dynamics 365 CRM system, it is important to fully understand the default data flow. This video (Part 3) further discusses some of the design decisions that should be considered when building the Opportunity to Order process.
Subscribe to our YouTube Channel - / @optrua
YouTube – Dynamics CRM Videos:
Optimize MS D365 CRM / CE - YouTube
Additional ways to follow Optrua:
• Twitter: / crmgurus
• Facebook: / optrua
• TikTok: https://www.tiktok.com/@optrua?lang=en