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Microsoft Dynamics CRM (Archived)

I need more information on some of the out of the box sales functions provided by Dynamics 365 including fields

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Posted on by MikeC282 2,099

Hi

Could anyone kindly point me to a site or several sites that describe some of the out of the box functionalities that the sales app/tile has for Dynamics 365 including what some of the default fields are for? As an example, the Account entity has subgrids like Content Access, Product and Active Entitlement. 

Opportunities has as a default 3 fields called est.revenue, Forecast and Estimated Budget (this is in the business process flow). There are also fields in the Opportunity entity such as Add to Forecast which I'm unsure as to what it does or what links it has to other fields.

I'm trying to map out what some of the out of the box functionalities and fields do so that we don't over customise the CRM.

Kind regards

Mike

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  • Verified answer
    Gee Bee Profile Picture
    Gee Bee 11,399 on at
    RE: I need more information on some of the out of the box sales functions provided by Dynamics 365 including fields

    Please refer this as well:

    msdn.microsoft.com/.../gg327866.aspx

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at
    RE: I need more information on some of the out of the box sales functions provided by Dynamics 365 including fields

    Refer this also:

    community.dynamics.com/.../crm-2016-sales-module-overview

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: I need more information on some of the out of the box sales functions provided by Dynamics 365 including fields

    Hi Mike

    I dont think that there is a specific site/blog where u can get this info.

    You have to go through few of them to know about it.

    Some of them are here:

    community.dynamics.com/.../crm-2016-sales-module-overview

    www.tutorialspoint.com/.../microsoft_crm_functional_modules.htm

    crmbook.powerobjects.com/.../microsoft-dynamics-365-sales-process

    www.youtube.com/watch

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at
    RE: I need more information on some of the out of the box sales functions provided by Dynamics 365 including fields

    Refer this:

    community.dynamics.com/.../out-of-the-box-and-outside-the-box-two-sides-of-crm-for-business-management

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