Q. We use five different sales processes. Can we create these and then associate different sales processes with different accounts?
A. You can create each of the sales processes as manual processes and then associate them as you need them. You can also automatically associate them if you have a clear business rule, such as the owner of the opportunity that helps the system to act on a specific set of conditions.
Q. We use the Miller Heiman sales methodology. Is there a plug-in that automatically configures Microsoft Dynamics CRM with the Miller Heiman templates, worksheets, and configurations?
A. Yes, there are third-party options that offer the Miller Heiman sales methodology as a plug-in to Microsoft Dynamics CRM. Check out the Microsoft ...