Hi All,
I am very new to Dynamics 365 CRM and am in the process of self teaching. One of the Processes I am looking to execute is a Lead to Credit application to New Customer business process.
Essentially take lead information change the form to a Credit App which is filled in and sent via email to a customer to sign complete. When that information is returned have the info in the lead sent to Account Receivable who would perform the credit check. If the customer qualifies I would then want the ability to change the lead form to a prospect form and have notifiers attached to it for different departments to enter information?
Does this type of functionality exist? And would I need to create new entities and tie them to Business rules and Process Flows.
I appreciate any help anyone can provide.
Thanks
Jordan