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Agreement on the T&C

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Posted on by Mithushal Kandula

5

Hi team,

I quickly wanted to understand if Dynamics 365 is capable of achieve the following issues

Send a Form/document to the client to understand their requirements & with my company offerings
Client shared details to be stored in a shared location for my team to access.
The team to send an email to the clients in an area which is easy to track.

Thanks in advance!

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Sales manager experience

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