April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Flow Interface for Sales
New to Dynamics CRM 2013 is the flow interface. In a nutshell, it brings all the entities into a single “flowing” interface that allows users to easily manage their sales processes (or in the case of an xRM deployment, whatever process leverages Leads, Accounts, Customers, Opportunities, Quotes, Orders, and Invoices).
Unlike in previous versions of Dynamics CRM where you had independent forms that related to each other by Originating Lead (for example), a single unified interface now allows for uninterrupted usage.
Figure 8.2 shows a flow process in a step diagram, and steps afterward show the same flow via the CRM interface.
FIGURE 8.2 Lead to Opportunity sales flow.
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