web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / the CRM Steps in Busin...
Small and medium business | Business Central, N...
Suggested Answer

the CRM Steps in Business central

(0) ShareShare
ReportReport
Posted on by Community Member

Dears
    I hope everything is going well with all of you, 

I have two questions related to the built in CRM in Business central

the first one is: what are the steps of the CRM process, is it ( Contact then opportunity then quotation ) or there are another steps ?

the second one is : can we apply the Workfellow on the CRM process? 

thanks in advance

regards  

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    Typical process is as you have described. Workflow is available for sales quotes and for customers. Other addition I would make is around tasks relating to the sales team. Very well explained here:

    https://yzhums.com/8645/

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Karim,

    Adding to what Josh replied... I am attaching the last Manual on Marketing and Relationship Management that you can learn the features and functionality.

    Thanks,

    Steve

    NA2009-Relationship-Mgmt.rar

  • Jason Nicolaou @ Sikich Profile Picture
    Jason Nicolaou @ Si... 120 on at

    Overall your process hits the hot spots and there a few more tools out there that will enhance the process.  The opportunity includes a sales cycle which includes sales cycle stages and activity codes.  The activity code ties back to the User Tasks.  The User Tasks are on the dashboard and include due dates.  With a little configuration you will be able to build a fairly comprehensive process.  It isn't D365 Sales, but it is a great foundational solution.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,606

#2
YUN ZHU Profile Picture

YUN ZHU 931 Super User 2025 Season 2

#3
Jainam M. Kothari Profile Picture

Jainam M. Kothari 773 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans