Microsoft Dynamics® CRM Training

Process Control Configuration

Video Details
The Polaris update brought the addition of the Process Bar to the Case, Lead, and Opportunity entities. The Process Bar helps drive records towards a designated outcome. You can use the default processes CRM Online provides out of the box, or you can customize them to meet the needs of your business. In this tutorial video, we demonstrate how to use the Process Control Customization Tool to design a sales process.

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