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Microsoft Dynamics CRM (Archived)

what is lifecycle of MSCRM?

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Posted on by 6

Hello All Experts,

Where does it starts from and where does it gets end.

I have come to know with below points, correct me if i am wrong.

it starts from generation Lead

then moving to opportunity

from opportunity make Quotation and create an order against that Quotation 

and from the Order create an invoice .

Lead->Opportunity->Quotation->Order->Invoice.

after this Service Module will come into the picture.

For Cases-> Resolution of the cases.

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  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at
  • ashlega Profile Picture
    34,477 on at

    Those things are somewhat unique for every organization. For example, where I work right now.. we don't have leads/opportunities/quotes/orders/invoices at all:) Still, what you are describing is more or less how it looks like for the standard sales/support cycle. But it does not mean everybody will be using leads.. or invoices.. etc

  • Suggested answer
    shivaram Profile Picture
    3,315 on at

    Hi,

    Flow will starts from Marketing.

    http://crmbook.powerobjects.com/basics/marketing/

    Then you will get leads and then your sales flow will start

    http://www.powerobjects.com/2014/02/13/customizing-sales-process-flows-in-crm-2013/

    Then it will go to service flow

    http://crmbook.powerobjects.com/basics/service-management-overview/

    Hope it helps you.

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