Summary

This chapter illustrated how to work with the Sales area of Microsoft Dynamics CRM. The most important aspects to remember from this chapter are that Leads are separated from your regular customer base and that you can convert them to Accounts, Contacts, or Opportunities using the included sales force automation (SFA).

In addition, this chapter explained how to manage and use Opportunities, and we thoroughly examined the Quotes, Orders, and Invoice functionality. Because Microsoft Dynamics CRM is not designed to be a stock control, accounting, or invoicing system, you should considering integrating with other applications (ERP/accounting systems) if necessary.

The chapter concluded with a review of the features provided with goals and ...

Get Microsoft Dynamics CRM 2013 Unleashed now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.