April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Opportunities
Just as a Lead can ultimately lead to a customer, an Opportunity is considered a potential sale. For this reason, Opportunity records should associate with existing customer records. Also, although it is not a required part of a sales process, Opportunities provide insight into potentially upcoming sales and, when used in conjunction with the Sales Pipeline report, can forecast revenue by date, probability, and potential revenue.
Opportunities tie closely to Quotes, Orders, and Invoices because they use the base information found on the originating Opportunity when they are being created. In addition, Opportunities are commonly created from Leads and contain the base information from the originating Lead.
Opportunities are created ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.