This video provides a step-by-step guide on how to set up and manage business processes in Microsoft Dynamics CRM 2013. You’ll learn how to create business processes across multiple entities and automate the sales process from lead to invoicing by using the new and improved business process flow functionality of Dynamics CRM 2013.
By watching this video you will be able to:
- Map business processes to CRM 2013
- Build business rules using PBL (Portable Business Logic)
- Set up Stage Gating
- Build and manage Process Steps
This video is the second part in our Business Processes in Microsoft Dynamics CRM 2013 series. Watch the first part here.
Not on CRM 2013 yet?
The video was recorded on February 20th, 2014 by Tayyab Ali, CRM Practice Director at FMT.
FMT Consultants is a leading Microsoft Dynamics CRM partner and consulting firm serving all of the US and Canada with a significant presence in San Diego County, Los Angeles County and Orange County.
Contact FMT today to learn more about Microsoft Dynamics CRM 2013
Posted by: Jakob Bechgaard