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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Internal Alerts Based on Specific Criteria

You’ve already created a simple workflow to send an e-mail message when an appointment activity is created, but perhaps there is something more critical that you want to make sure does not slip between the cracks. What if a company does not want to go after any sales opportunities of less than $100,000 because it thinks that these opportunities are not worth the expense it takes to close them? Now, let’s expand the scope of this example and say that the sales force for this company is all over the world. It is hard to resist the temptation to go after a hot deal. Perhaps an opportunity has estimated revenue of $90,000, and all the salesperson has to do is make a few phone calls to close it. Do you think ...

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