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Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

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CRM UI changes

We have defined the entities and fields, their mappings, and their security rules. We will now identify the UI changes to CRM that will need to be made for each entity.

In our worked example, the quotes and orders are new entities, and therefore they will appear in new screens. We will put them under the CRM customer context so that a user will locate the quotes and orders by first navigating to a customer.

If your CRM application already has quotes and orders, you will be able to reuse the quotes and orders screens that you already have, but you will need to make them read only so that a CRM user does not change the synchronized quote and order information.

In a workshop section at the end of the chapter, we will consider the costs ...

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