Microsoft Dynamics CRM Reporting Capabilities Overview by the Microsoft CRM Team
Microsoft Dynamics CRM Workflow Capabilities Example PDF Print E-mail

The following video overview presentation will show you an example of how to setup a simple Workflow from within CRM in a few easy steps. We will cover the steps to setup a Workflow process of tracking leads from a Trade Show and automatically creating the follow up activities necessary for your sales team to follow up.

CRM Workflow Capabilities: Follow up from Trade Show Leads Example






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