Hi Guys,
As with most sales cycles there comes a point when what the sales person is charging the potential client needs to be verified to ensure that a profit is being made from the sale.
We have a pretty large excel file that contains close to 100 questions that the sales person needs to gather. This is then passed to the various teams to make sure each department will make money from the sale and provide sign off for the sale to go ahead.
The excel file was given to me to add it to CRM Dynamics. I did so by creating a new entity called "Discovery Document) and added the various questions as seperate fields to the entity. i think linked this to the opportunity entity so when the sales person is working the opportunity, he/she can create a new discovery doc from within the opportunity.
My issue is this form doesnt look great, and while I have added rules around various questions, I just thing there has to be a better way of gathering this information.
One thought was to use Microsoft Forms, but I want to ensure the data is captured and housed within Dynamics in some format.
Open to suggestions and would love to hear what other solutions are out there that I could look into.
Thanks for your help
Jason
