Documentation of business logic in Dyn CRM

(0) Share

Report

Posted on by TomPersson

Hi every one,

Can somebody guide me to where some more detailed business logic for Dyn CRM is documented. I seem only to be able to find it on high level.

A simple example : What goes on when you qualify a lead to opportunity.

Different actions takes place on dependent on the information you fill out:

If you only fill out the contact and account on the lead form, a new contact with the relevant name will be created, when you qualify to opportunity
If you have entered a name for existing contact in the processflow "new Lead", the opportunity will be linked to the account for this contact when you qualify (but not to the contact ) - but if you have filled something out for contact on the lead form - which is mandatory fields - it is completely ignored
.....

It would be nice to have some documentation the describes what happens when you press "Qualify" - instead of deducting what goes on "based on try different scenarios" . And the Qualify lead is a simple task

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Shidin Haridas 3,497 on at

Like (0)

Report

Hi Tom,

I assume that you must have already gone through the User Guides: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/user-guide#manage-the-sales-process

The only other document where you can get more detailed info is the CRM SDK. However, it can tend to get more technical and a bit confusing, so really here, trying out and learning is the easier way to go.

As always, there is the forum to help you out.

Cheers!

Was this reply helpful? Yes No