September 2011
Intermediate to advanced
1008 pages
24h 27m
English
This chapter illustrated how to work with the Sales area of Microsoft Dynamics CRM. The most important aspects to remember in this chapter are that Leads are separated from your regular customer base and that you can convert them to Accounts, Contacts, or Opportunities using the included sales force automation (SFA).
Additionally, this chapter explained how to manage and use Opportunities, and we thoroughly examined Quotes, Orders, and Invoice functionality, as well as reviewing their integration options with regard to back-end accounting systems. Because Microsoft Dynamics CRM is not designed to be a stock control, accounting, or invoicing system, we recommend considering integrating with other applications (ERP/accounting systems) ...