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Microsoft Dynamics CRM (Archived)

How to roll out Dynamics 365 CRM

Posted on by 455

Hi,

I am new to CRM , just using CRM dynamics 356 trail version. please guide me step by step how to roll out it, implement in any organisation, what are customization / settings required.

Thanks.

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  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: How to roll out Dynamics 365 CRM

    Hi

    You need to configure products and price list items for Opportunities and Quote

    Mark answer as verified, if it works for you

  • Irfan Mughal Profile Picture
    Irfan Mughal 455 on at
    RE: How to roll out Dynamics 365 CRM

    we are going to use crm, i have created business unit, assign business unit, assign user role. now what next to be configured and used. thanks

  • PrabaharanKannan Profile Picture
    PrabaharanKannan 40 on at
    RE: How to roll out Dynamics 365 CRM

    Hi Irfan,

    Please Let me know what you exactly going to do. So that i can tell you the steps to follow.

    Thanks,

    Prabaharan Kannan

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